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Bay Harbor Wealth Management’s Blackstone BX Stock Holding History

Bay Harbor 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 		$20.9K Buy
178
+29
+19% +$3.48K ﹤0.01% 188
2026
Q1 		$17.1K Sell
149
-6
-4% -$781 ﹤0.01% 166
2025
Q4 		$23.9K Buy
155
+10
+7% +$1.52K 0.01% 128
2025
Q3 		$24.8K Buy
145
+5
+4% +$857 0.01% 120
2025
Q2 		$20.9K Buy
140
+131
+1,456% +$18K 0.01% 126
2025
Q1 		$1.26K Buy
+9
New +$1.46K ﹤0.01% 258
2021
Q1 		– Sell
-58
Closed -$4K – 242
2020
Q4 		$4K Sell
58
-6
-9% -$349 ﹤0.01% 294
2020
Q3 		$3K Buy
64
+56
+700% +$3K ﹤0.01% 282
2020
Q2 		$0 Sell
8
-1
-11% -$53 ﹤0.01% 349
2020
Q1 		$0 Sell
9
-6
-40% -$332 ﹤0.01% 345
2019
Q4 		$1K Hold
15
– – ﹤0.01% 305
2019
Q3 		$1K Sell
15
-102
-87% -$4.97K ﹤0.01% 321
2019
Q2 		$5K Buy
117
+106
+964% +$4.23K ﹤0.01% 267
2019
Q1 		$0 Hold
11
– – ﹤0.01% 392
2018
Q4 		$0 Buy
+11
New +$364 ﹤0.01% 384

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

Bay Harbor Wealth Management's BX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Blackstone (BX) stake by 19% in Q2 2026, buying an estimated $3.48K and bringing the position to 178 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Bay Harbor Wealth Management first reported a position in BX in Q4 2018 and has held it in 15 quarters since. The position peaked at $24.8K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bay Harbor Wealth Management held 178 shares of Blackstone worth $20.9K as of Q2 2026.
  • Bay Harbor Wealth Management bought 29 Blackstone shares in Q2 2026, an estimated $3.48K.
  • Blackstone made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Bay Harbor Wealth Management first reported a position in Blackstone in Q4 2018 and has held it in 15 quarters since.
  • Bay Harbor Wealth Management's Blackstone position peaked at $24.8K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.