BSW Wealth Partners’s Blackstone BX Stock Holding History

BSW Wealth Partners’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	$652K	Buy	5,539 +291	+6%	+$35K	0.07%	150
2026 Q1	$604K	Sell	5,248 -770	-13%	-$100K	0.07%	153
2025 Q4	$928K	Sell	6,018 -309	-5%	-$47K	0.11%	110
2025 Q3	$1.08M	Buy	6,327 +251	+4%	+$43K	0.13%	87
2025 Q2	$909K	Buy	6,076 +116	+2%	+$15.9K	0.12%	100
2025 Q1	$833K	Sell	5,960 -236	-4%	-$38.3K	0.13%	95
2024 Q4	$1.07M	Buy	6,196 +1,642	+36%	+$286K	0.16%	82
2024 Q3	$697K	Sell	4,554 -30	-0.7%	-$4.16K	0.1%	116
2024 Q2	$567K	Buy	4,584 +28	+0.6%	+$3.45K	0.09%	122
2024 Q1	$599K	Buy	4,556 +84	+2%	+$10.5K	0.1%	117
2023 Q4	$585K	Hold	4,472	–	–	0.12%	109
2023 Q3	$479K	Hold	4,472	–	–	0.11%	114
2023 Q2	$416K	Hold	4,472	–	–	0.09%	133
2023 Q1	$393K	Hold	4,472	–	–	0.08%	175
2022 Q4	$332K	Buy	4,472 +97	+2%	+$8.38K	0.07%	196
2022 Q3	$366K	Hold	4,375	–	–	0.09%	149
2022 Q2	$399K	Hold	4,375	–	–	0.1%	145
2022 Q1	$555K	Hold	4,375	–	–	0.14%	110
2021 Q4	$566K	Buy	+4,375	New	+$583K	0.14%	101

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

BSW Wealth Partners's BX Position: Q2 2026 in Review

BSW Wealth Partners increased its Blackstone (BX) stake by 5.5% in Q2 2026, buying an estimated $35K and bringing the position to 5,539 shares worth $652K. The position accounts for 0.07% of the portfolio, ranked #150.

BSW Wealth Partners first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

BSW Wealth Partners held 5,539 shares of Blackstone worth $652K as of Q2 2026.
BSW Wealth Partners bought 291 Blackstone shares in Q2 2026, an estimated $35K.
Blackstone made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #150 holding.
BSW Wealth Partners first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
BSW Wealth Partners's Blackstone position peaked at $1.08M in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.