Bradley & Co Private Wealth Management’s Blackstone BX Stock Holding History

Bradley & Co 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	$11.8K	Hold	100	–	–	0.01%	136
2026 Q1	$11.5K	Hold	100	–	–	0.01%	131
2025 Q4	$15.4K	Hold	100	–	–	0.01%	120
2025 Q3	$17.1K	Hold	100	–	–	0.01%	113
2025 Q2	$15K	Hold	100	–	–	0.01%	115
2025 Q1	$14K	Hold	100	–	–	0.01%	116
2024 Q4	$17.2K	Buy	+100	New	+$17.4K	0.01%	106
2024 Q2	$12.4K	Hold	100	–	–	0.01%	112
2024 Q1	$13.1K	Sell	100 -15	-13%	-$1.87K	0.01%	113
2023 Q4	$15.1K	Buy	115 +15	+15%	+$1.62K	0.01%	109
2023 Q3	$10.7K	Hold	100	–	–	0.01%	112
2023 Q2	$9.3K	Hold	100	–	–	0.01%	114
2023 Q1	$8.78K	Hold	100	–	–	0.01%	117
2022 Q4	$7.42K	Hold	100	–	–	0.01%	122
2022 Q3	$8K	Hold	100	–	–	0.01%	131
2022 Q2	$9K	Hold	100	–	–	0.01%	135
2022 Q1	$13K	Hold	100	–	–	0.01%	122
2021 Q4	$13K	Hold	100	–	–	0.01%	127
2021 Q3	$12K	Hold	100	–	–	0.01%	133
2021 Q2	$10K	Hold	100	–	–	0.01%	143
2021 Q1	$7K	Buy	+100	New	+$6.9K	0.01%	149

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

Bradley & Co Private Wealth Management's BX Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Blackstone (BX) position steady in Q2 2026 at 100 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #136.

Bradley & Co Private Wealth Management first reported a position in BX in Q1 2021 and has held it in 21 quarters since. The position peaked at $17.2K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Bradley & Co Private Wealth Management held 100 shares of Blackstone worth $11.8K as of Q2 2026.
Bradley & Co Private Wealth Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #136 holding.
Bradley & Co Private Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's Blackstone position peaked at $17.2K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.