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Bartlett & Co Wealth Management’s Blackstone BX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$508K Buy
4,313
+306
+8% +$36.8K 0.01% 348
2026
Q1 		$498K Sell
4,007
-121
-3% -$15.7K 0.01% 340
2025
Q4 		$636K Sell
4,128
-1,484
-26% -$226K 0.01% 308
2025
Q3 		$959K Buy
5,612
+1,168
+26% +$200K 0.01% 263
2025
Q2 		$665K Sell
4,444
-35
-0.8% -$4.81K 0.01% 301
2025
Q1 		$626K Sell
4,479
-326
-7% -$52.9K 0.01% 299
2024
Q4 		$828K Sell
4,805
-488
-9% -$85K 0.01% 274
2024
Q3 		$811K Hold
5,293
– – 0.01% 280
2024
Q2 		$655K Sell
5,293
-377
-7% -$46.4K 0.01% 293
2024
Q1 		$745K Buy
5,670
+95
+2% +$11.9K 0.01% 294
2023
Q4 		$742K Buy
5,575
+801
+17% +$86.7K 0.01% 309
2023
Q3 		$511K Buy
4,774
+8
+0.2% +$833 0.01% 332
2023
Q2 		$443K Buy
4,766
+2,155
+83% +$186K 0.01% 360
2023
Q1 		$229K Buy
2,611
+185
+8% +$16.3K ﹤0.01% 365
2022
Q4 		$180K Buy
2,426
+100
+4% +$8.64K ﹤0.01% 396
2022
Q3 		$195K Buy
2,326
+200
+9% +$19.4K ﹤0.01% 377
2022
Q2 		$194K Buy
2,126
+15
+0.7% +$1.62K ﹤0.01% 376
2022
Q1 		$268K Hold
2,111
– – ﹤0.01% 356
2021
Q4 		$273K Sell
2,111
-100
-5% -$13.3K ﹤0.01% 362
2021
Q3 		$257K Sell
2,211
-9
-0.4% -$1.04K ﹤0.01% 319
2021
Q2 		$216K Hold
2,220
– – ﹤0.01% 325
2021
Q1 		$165K Buy
2,220
+200
+10% +$13.8K ﹤0.01% 345
2020
Q4 		$131K Sell
2,020
-341
-14% -$19.9K ﹤0.01% 372
2020
Q3 		$123K Buy
2,361
+932
+65% +$49.9K ﹤0.01% 358
2020
Q2 		$81K Buy
1,429
+598
+72% +$31.5K ﹤0.01% 414
2020
Q1 		$37.9K Hold
831
– – ﹤0.01% 509
2019
Q4 		$46.5K Buy
831
+641
+337% +$33.3K ﹤0.01% 549
2019
Q3 		$9.28K Buy
+190
New +$9.27K ﹤0.01% 741

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bartlett & Co Wealth Management's BX Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Blackstone (BX) stake by 7.6% in Q2 2026, buying an estimated $36.8K and bringing the position to 4,313 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #348.

Bartlett & Co Wealth Management first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $959K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bartlett & Co Wealth Management held 4,313 shares of Blackstone worth $508K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 306 Blackstone shares in Q2 2026, an estimated $36.8K.
  • Blackstone made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Bartlett & Co Wealth Management first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Blackstone position peaked at $959K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.