Bogart Wealth LLC’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $498K | Buy |
4,229
+1,140
| +37% | +$137K | 0.02% | 188 |
|
|
2026
Q1 | $355K | Sell |
3,089
-473
| -13% | -$61.5K | 0.01% | 199 |
|
|
2025
Q4 | $549K | Buy |
3,562
+537
| +18% | +$81.6K | 0.02% | 161 |
|
|
2025
Q3 | $517K | Buy |
3,025
+14
| +0.5% | +$2.4K | 0.02% | 162 |
|
|
2025
Q2 | $450K | Sell |
3,011
-44
| -1% | -$6.05K | 0.02% | 168 |
|
|
2025
Q1 | $427K | Buy |
3,055
+52
| +2% | +$8.44K | 0.02% | 162 |
|
|
2024
Q4 | $518K | Hold |
3,003
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $460K | Hold |
3,003
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $372K | Sell |
3,003
-36
| -1% | -$4.43K | 0.02% | 165 |
|
|
2024
Q1 | $399K | Buy |
3,039
+36
| +1% | +$4.5K | 0.02% | 155 |
|
|
2023
Q4 | $393K | Sell |
3,003
-170
| -5% | -$18.4K | 0.02% | 155 |
|
|
2023
Q3 | $340K | Buy |
3,173
+105
| +3% | +$10.9K | 0.02% | 158 |
|
|
2023
Q2 | $285K | Hold |
3,068
| – | – | 0.02% | 176 |
|
|
2023
Q1 | $269K | Sell |
3,068
-18
| -0.6% | -$1.59K | 0.02% | 166 |
|
|
2022
Q4 | $229K | Sell |
3,086
-82
| -3% | -$7.08K | 0.02% | 172 |
|
|
2022
Q3 | $265K | Sell |
3,168
-956
| -23% | -$92.6K | 0.02% | 158 |
|
|
2022
Q2 | $376K | Buy |
4,124
+144
| +4% | +$15.6K | 0.03% | 129 |
|
|
2022
Q1 | $505K | Buy |
3,980
+1,429
| +56% | +$174K | 0.04% | 121 |
|
|
2021
Q4 | $330K | Hold |
2,551
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $297K | Hold |
2,551
| – | – | 0.03% | 137 |
|
|
2021
Q2 | $248K | Hold |
2,551
| – | – | 0.03% | 138 |
|
|
2021
Q1 | $190K | Hold |
2,551
| – | – | 0.03% | 136 |
|
|
2020
Q4 | $165K | Hold |
2,551
| – | – | 0.03% | 135 |
|
|
2020
Q3 | $133K | Hold |
2,551
| – | – | 0.03% | 141 |
|
|
2020
Q2 | $145K | Hold |
2,551
| – | – | 0.03% | 128 |
|
|
2020
Q1 | $116K | Hold |
2,551
| – | – | 0.03% | 129 |
|
|
2019
Q4 | $143K | Buy |
2,551
+1,551
| +155% | +$80.5K | 0.05% | 122 |
|
|
2019
Q3 | $49K | Hold |
1,000
| – | – | 0.02% | 159 |
|
|
2019
Q2 | $44K | Hold |
1,000
| – | – | 0.03% | 151 |
|
|
2019
Q1 | $34K | Hold |
1,000
| – | – | 0.02% | 162 |
|
|
2018
Q4 | $29K | Hold |
1,000
| – | – | 0.01% | 175 |
|
|
2018
Q3 | $38K | Sell |
1,000
-875
| -47% | -$31.6K | 0.02% | 154 |
|
|
2018
Q2 | $60K | Hold |
1,875
| – | – | 0.04% | 135 |
|
|
2018
Q1 | $59K | Sell |
1,875
-62
| -3% | -$2.11K | 0.03% | 131 |
|
|
2017
Q4 | $62K | Hold |
1,937
| – | – | 0.04% | 122 |
|
|
2017
Q3 | $64K | Buy |
+1,937
| New | +$63.7K | 0.05% | 112 |
|
Other funds holding BX
Bogart Wealth LLC's BX Position: Q2 2026 in Review
Bogart Wealth LLC increased its Blackstone (BX) stake by 37% in Q2 2026, buying an estimated $137K and bringing the position to 4,229 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #188.
Bogart Wealth LLC first reported a position in BX in Q3 2017 and has held it in 36 quarters since. The position peaked at $549K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Bogart Wealth LLC held 4,229 shares of Blackstone worth $498K as of Q2 2026.
- Bogart Wealth LLC bought 1,140 Blackstone shares in Q2 2026, an estimated $137K.
- Blackstone made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #188 holding.
- Bogart Wealth LLC first reported a position in Blackstone in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Blackstone position peaked at $549K in Q4 2025.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.