Blue Bell Private Wealth Management’s Blackstone BX Stock Holding History

Blue Bell Private 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	$52.7K	Sell	448 -103	-19%	-$12.4K	0.01%	414
2026 Q1	$63.4K	Hold	551	–	–	0.01%	391
2025 Q4	$84.9K	Hold	551	–	–	0.01%	352
2025 Q3	$94.1K	Hold	551	–	–	0.01%	322
2025 Q2	$82.4K	Sell	551 -11	-2%	-$1.51K	0.01%	333
2025 Q1	$78.6K	Buy	562 +100	+22%	+$16.2K	0.01%	318
2024 Q4	$79.7K	Sell	462 -7	-1%	-$1.22K	0.02%	304
2024 Q3	$71.8K	Buy	469 +13	+3%	+$1.8K	0.01%	316
2024 Q2	$56.5K	Hold	456	–	–	0.01%	341
2024 Q1	$59.9K	Buy	456 +8	+2%	+$999	0.01%	326
2023 Q4	$58.7K	Hold	448	–	–	0.01%	300
2023 Q3	$48K	Hold	448	–	–	0.01%	267
2023 Q2	$41.7K	Hold	448	–	–	0.01%	275
2023 Q1	$39.4K	Sell	448 -25	-5%	-$2.21K	0.01%	249
2022 Q4	$35.1K	Hold	473	–	–	0.01%	244
2022 Q3	$40K	Hold	473	–	–	0.01%	223
2022 Q2	$43K	Sell	473 -20	-4%	-$2.16K	0.01%	227
2022 Q1	$63K	Hold	493	–	–	0.02%	202
2021 Q4	$64K	Buy	+493	New	+$65.7K	0.02%	190

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Bell Private Wealth Management's BX Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Blackstone (BX) stake by 19% in Q2 2026, selling an estimated $12.4K and leaving 448 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #414.

Blue Bell Private Wealth Management first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $94.1K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Blue Bell Private Wealth Management held 448 shares of Blackstone worth $52.7K as of Q2 2026.
Blue Bell Private Wealth Management sold 103 Blackstone shares in Q2 2026, an estimated $12.4K.
Blackstone made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #414 holding.
Blue Bell Private Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Blackstone position peaked at $94.1K in Q3 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.