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Beta Wealth Group’s Blackstone BX Stock Holding History

Beta Wealth Group’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 		$668K Sell
5,679
-2,228
-28% -$268K 0.25% 68
2026
Q1 		$909K Sell
7,907
-299
-4% -$38.9K 0.38% 48
2025
Q4 		$1.26M Sell
8,206
-580
-7% -$88.1K 0.51% 44
2025
Q3 		$1.5M Sell
8,786
-26,044
-75% -$4.46M 0.59% 40
2025
Q2 		$5.21M Sell
34,830
-7,573
-18% -$1.04M 1.91% 17
2025
Q1 		$5.93M Buy
42,403
+1,255
+3% +$204K 2.13% 13
2024
Q4 		$7.09M Sell
41,148
-2,889
-7% -$503K 3.14% 9
2024
Q3 		$6.74M Sell
44,037
-4,229
-9% -$587K 3.04% 9
2024
Q2 		$5.98M Buy
48,266
+2,780
+6% +$342K 2.83% 10
2024
Q1 		$5.98M Sell
45,486
-5,565
-11% -$695K 2.91% 11
2023
Q4 		$6.68M Sell
51,051
-7,495
-13% -$811K 3.5% 8
2023
Q3 		$6.27M Sell
58,546
-5,624
-9% -$586K 3.71% 7
2023
Q2 		$5.97M Buy
64,170
+64
+0.1% +$5.53K 3.45% 7
2023
Q1 		$5.63M Buy
64,106
+1,683
+3% +$149K 3.22% 9
2022
Q4 		$4.63M Buy
62,423
+7,393
+13% +$638K 3.11% 9
2022
Q3 		$4.61M Buy
55,030
+5,384
+11% +$521K 3.32% 9
2022
Q2 		$4.53M Sell
49,646
-2,751
-5% -$297K 3.04% 10
2022
Q1 		$6.65M Sell
52,397
-5,009
-9% -$611K 4.45% 5
2021
Q4 		$6.68M Hold
57,406
– – 4.82% 6
2021
Q3 		$6.68M Sell
57,406
-17,950
-24% -$2.08M 4.82% 6
2021
Q2 		$7.32M Buy
75,356
+906
+1% +$80.5K 5.1% 5
2021
Q1 		$5.55M Buy
74,450
+2,706
+4% +$187K 4.03% 7
2020
Q4 		$4.65M Buy
+71,744
New +$4.18M 3.99% 11

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

Beta Wealth Group's BX Position: Q2 2026 in Review

Beta Wealth Group reduced its Blackstone (BX) stake by 28% in Q2 2026, selling an estimated $268K and leaving 5,679 shares worth $668K. The position accounts for 0.25% of the portfolio, ranked #68.

Beta Wealth Group first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.32M in Q2 2021. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Beta Wealth Group held 5,679 shares of Blackstone worth $668K as of Q2 2026.
  • Beta Wealth Group sold 2,228 Blackstone shares in Q2 2026, an estimated $268K.
  • Blackstone made up 0.25% of Beta Wealth Group's portfolio in Q2 2026, its #68 holding.
  • Beta Wealth Group first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Beta Wealth Group's Blackstone position peaked at $7.32M in Q2 2021.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.