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Basecamp Wealth Advisors’s Blackstone BX Stock Holding History

Basecamp Wealth Advisors’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 		$44.5K Sell
378
-191
-34% -$22.9K 0.01% 568
2026
Q1 		$65.4K Sell
569
-39
-6% -$5.07K 0.01% 477
2025
Q4 		$93.7K Buy
+608
New +$92.4K 0.02% 394

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

Basecamp Wealth Advisors's BX Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Blackstone (BX) stake by 34% in Q2 2026, selling an estimated $22.9K and leaving 378 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #568.

Basecamp Wealth Advisors first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.7K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Basecamp Wealth Advisors held 378 shares of Blackstone worth $44.5K as of Q2 2026.
  • Basecamp Wealth Advisors sold 191 Blackstone shares in Q2 2026, an estimated $22.9K.
  • Blackstone made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #568 holding.
  • Basecamp Wealth Advisors first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Blackstone position peaked at $93.7K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.