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Brandywine Oak Private Wealth’s Blackstone BX Stock Holding History

Brandywine Oak Private 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 		$1.51M Hold
12,811
– – 0.11% 91
2026
Q1 		$1.47M Hold
12,811
– – 0.12% 84
2025
Q4 		$1.97M Sell
12,811
-383
-3% -$58.2K 0.17% 67
2025
Q3 		$2.25M Hold
13,194
– – 0.2% 60
2025
Q2 		$1.97M Buy
13,194
+274
+2% +$37.6K 0.18% 62
2025
Q1 		$1.81M Hold
12,920
– – 0.18% 66
2024
Q4 		$2.23M Buy
12,920
+1
+0% +$174 0.22% 60
2024
Q3 		$1.98M Hold
12,919
– – 0.19% 66
2024
Q2 		$1.6M Sell
12,919
-4,500
-26% -$554K 0.16% 68
2024
Q1 		$2.29M Hold
17,419
– – 0.24% 60
2023
Q4 		$2.28M Hold
17,419
– – 0.25% 55
2023
Q3 		$1.87M Sell
17,419
-354
-2% -$36.9K 0.22% 61
2023
Q2 		$1.65M Sell
17,773
-2,027
-10% -$175K 0.18% 68
2023
Q1 		$1.74M Sell
19,800
-630
-3% -$55.6K 0.2% 66
2022
Q4 		$1.52M Sell
20,430
-97
-0.5% -$8.38K 0.19% 72
2022
Q3 		$1.72M Sell
20,527
-120
-0.6% -$11.6K 0.23% 65
2022
Q2 		$1.88M Buy
20,647
+341
+2% +$36.8K 0.24% 69
2022
Q1 		$2.57M Sell
20,306
-256
-1% -$31.2K 0.29% 62
2021
Q4 		$2.66M Sell
20,562
-268
-1% -$35.7K 0.29% 62
2021
Q3 		$2.42M Buy
20,830
+3,230
+18% +$375K 0.28% 61
2021
Q2 		$1.71M Buy
17,600
+1,828
+12% +$162K 0.2% 80
2021
Q1 		$1.18M Sell
15,772
-275
-2% -$19K 0.17% 84
2020
Q4 		$1.04M Buy
16,047
+450
+3% +$26.2K 0.16% 87
2020
Q3 		$814K Sell
15,597
-686
-4% -$36.7K 0.14% 92
2020
Q2 		$922K Buy
16,283
+1,326
+9% +$69.8K 0.16% 87
2020
Q1 		$725K Buy
+14,957
New +$827K 0.15% 87

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

Brandywine Oak Private Wealth's BX Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its Blackstone (BX) position steady in Q2 2026 at 12,811 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #91.

Brandywine Oak Private Wealth first reported a position in BX in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.66M in Q4 2021. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Brandywine Oak Private Wealth held 12,811 shares of Blackstone worth $1.51M as of Q2 2026.
  • Brandywine Oak Private Wealth left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.11% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #91 holding.
  • Brandywine Oak Private Wealth first reported a position in Blackstone in Q1 2020 and has held it in 26 quarters since.
  • Brandywine Oak Private Wealth's Blackstone position peaked at $2.66M in Q4 2021.
  • 2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.