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Bernardo Wealth Planning’s Blackstone BX Stock Holding History

Bernardo Wealth Planning’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 		$408K Buy
3,466
+138
+4% +$16.6K 0.07% 88
2026
Q1 		$383K Sell
3,328
-270
-8% -$35.1K 0.07% 85
2025
Q4 		$555K Sell
3,598
-10
-0.3% -$1.52K 0.11% 74
2025
Q3 		$616K Sell
3,608
-262
-7% -$44.9K 0.12% 68
2025
Q2 		$579K Buy
3,870
+46
+1% +$6.32K 0.13% 68
2025
Q1 		$535K Sell
3,824
-14
-0.4% -$2.27K 0.13% 65
2024
Q4 		$633K Buy
3,838
+11
+0.3% +$1.92K 0.15% 54
2024
Q3 		$650K Buy
3,827
+291
+8% +$40.4K 0.16% 53
2024
Q2 		$438K Buy
3,536
+12
+0.3% +$1.48K 0.12% 63
2024
Q1 		$463K Sell
3,524
-4
-0.1% -$500 0.13% 62
2023
Q4 		$462K Sell
3,528
-186
-5% -$20.1K 0.15% 58
2023
Q3 		$398K Buy
3,714
+224
+6% +$23.3K 0.16% 56
2023
Q2 		$324K Sell
3,490
-277
-7% -$23.9K 0.13% 63
2023
Q1 		$331K Buy
3,767
+16
+0.4% +$1.41K 0.14% 62
2022
Q4 		$278K Buy
3,751
+739
+25% +$63.8K 0.13% 71
2022
Q3 		$257K Buy
3,012
+680
+29% +$65.9K 0.15% 69
2022
Q2 		$212K Buy
2,332
+168
+8% +$18.1K 0.12% 77
2022
Q1 		$274K Buy
2,164
+304
+16% +$37.1K 0.14% 72
2021
Q4 		$240K Buy
+1,860
New +$248K 0.12% 73

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

Bernardo Wealth Planning's BX Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Blackstone (BX) stake by 4.1% in Q2 2026, buying an estimated $16.6K and bringing the position to 3,466 shares worth $408K. The position accounts for 0.07% of the portfolio, ranked #88.

Bernardo Wealth Planning first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $650K in Q3 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bernardo Wealth Planning held 3,466 shares of Blackstone worth $408K as of Q2 2026.
  • Bernardo Wealth Planning bought 138 Blackstone shares in Q2 2026, an estimated $16.6K.
  • Blackstone made up 0.07% of Bernardo Wealth Planning's portfolio in Q2 2026, its #88 holding.
  • Bernardo Wealth Planning first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Bernardo Wealth Planning's Blackstone position peaked at $650K in Q3 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.