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BIP Wealth’s Blackstone BX Stock Holding History

BIP Wealth’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 		$962K Buy
8,173
+2,354
+40% +$283K 0.03% 267
2026
Q1 		$669K Sell
5,819
-222
-4% -$28.9K 0.03% 249
2025
Q4 		$931K Buy
6,041
+3,337
+123% +$507K 0.03% 218
2025
Q3 		$462K Buy
2,704
+771
+40% +$132K 0.02% 188
2025
Q2 		$289K Buy
+1,933
New +$266K 0.02% 214
2025
Q1 		– Sell
-1,585
Closed -$273K – 282
2024
Q4 		$273K Buy
1,585
+35
+2% +$6.1K 0.02% 214
2024
Q3 		$237K Buy
+1,550
New +$215K 0.02% 210
2024
Q2 		– Sell
-2,145
Closed -$282K – 196
2024
Q1 		$282K Buy
2,145
+595
+38% +$74.3K 0.02% 168
2023
Q4 		$203K Buy
+1,550
New +$168K 0.02% 187

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

BIP Wealth's BX Position: Q2 2026 in Review

BIP Wealth increased its Blackstone (BX) stake by 40% in Q2 2026, buying an estimated $283K and bringing the position to 8,173 shares worth $962K. The position accounts for 0.03% of the portfolio, ranked #267.

BIP Wealth first reported a position in BX in Q4 2023 and has held it in 9 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • BIP Wealth held 8,173 shares of Blackstone worth $962K as of Q2 2026.
  • BIP Wealth bought 2,354 Blackstone shares in Q2 2026, an estimated $283K.
  • Blackstone made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #267 holding.
  • BIP Wealth first reported a position in Blackstone in Q4 2023 and has held it in 9 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.