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Berman McAleer’s Blackstone BX Stock Holding History

Berman McAleer’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 		$305K Buy
2,595
+18
+0.7% +$2.16K 0.04% 130
2026
Q1 		$296K Sell
2,577
-3
-0.1% -$390 0.04% 126
2025
Q4 		$398K Hold
2,580
– – 0.05% 108
2025
Q3 		$441K Buy
+2,580
New +$442K 0.06% 100

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

Berman McAleer's BX Position: Q2 2026 in Review

Berman McAleer increased its Blackstone (BX) stake by 0.7% in Q2 2026, buying an estimated $2.16K and bringing the position to 2,595 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #130.

Berman McAleer first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $441K in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Berman McAleer held 2,595 shares of Blackstone worth $305K as of Q2 2026.
  • Berman McAleer bought 18 Blackstone shares in Q2 2026, an estimated $2.16K.
  • Blackstone made up 0.04% of Berman McAleer's portfolio in Q2 2026, its #130 holding.
  • Berman McAleer first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Blackstone position peaked at $441K in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.