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Brookwood Investment Group’s Blackstone BX Stock Holding History

Brookwood Investment Group’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 		$257K Buy
2,184
+156
+8% +$18.7K 0.03% 438
2026
Q1 		$233K Sell
2,028
-123
-6% -$16K 0.03% 452
2025
Q4 		$332K Buy
2,151
+23
+1% +$3.5K 0.04% 374
2025
Q3 		$364K Sell
2,128
-1,200
-36% -$206K 0.05% 341
2025
Q2 		$498K Buy
3,328
+1,426
+75% +$196K 0.08% 232
2025
Q1 		$266K Buy
+1,902
New +$309K 0.05% 343

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

Brookwood Investment Group's BX Position: Q2 2026 in Review

Brookwood Investment Group increased its Blackstone (BX) stake by 7.7% in Q2 2026, buying an estimated $18.7K and bringing the position to 2,184 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #438.

Brookwood Investment Group first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $498K in Q2 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Brookwood Investment Group held 2,184 shares of Blackstone worth $257K as of Q2 2026.
  • Brookwood Investment Group bought 156 Blackstone shares in Q2 2026, an estimated $18.7K.
  • Blackstone made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #438 holding.
  • Brookwood Investment Group first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Blackstone position peaked at $498K in Q2 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.