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Buck Wealth Strategies’s Blackstone BX Stock Holding History

Buck Wealth Strategies’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 		$10.2K Buy
+87
New +$10.5K ﹤0.01% 590
2023
Q4 		– Sell
-67
Closed -$7.18K – 105
2023
Q3 		$7.18K Hold
67
– – ﹤0.01% 218
2023
Q2 		$6.23K Hold
67
– – ﹤0.01% 174
2023
Q1 		$5.88K Buy
+67
New +$5.92K ﹤0.01% 126

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's BX Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Blackstone (BX) in Q2 2026: 87 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in BX as recently as Q3 2023.

Buck Wealth Strategies first reported a position in BX in Q1 2023 and has held it in 4 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Buck Wealth Strategies held 87 shares of Blackstone worth $10.2K as of Q2 2026.
  • Blackstone was a new Buck Wealth Strategies position in Q2 2026.
  • Blackstone made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #590 holding.
  • Buck Wealth Strategies first reported a position in Blackstone in Q1 2023 and has held it in 4 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.