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Burling Wealth Partners’s Blackstone BX Stock Holding History

Burling 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 		$9.53M Sell
80,974
-2,292
-3% -$275K 1.39% 20
2026
Q1 		$9.57M Sell
83,266
-9,954
-11% -$1.3M 1.55% 19
2025
Q4 		$14.4M Buy
93,220
+205
+0.2% +$31.2K 2.23% 12
2025
Q3 		$15.9M Sell
93,015
-4,181
-4% -$716K 2.63% 9
2025
Q2 		$14.5M Buy
97,196
+366
+0.4% +$50.3K 2.68% 7
2025
Q1 		$13.5M Buy
96,830
+1,117
+1% +$181K 2.85% 6
2024
Q4 		$16.5M Buy
+95,713
New +$16.7M 3.37% 5

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

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

Burling Wealth Partners reduced its Blackstone (BX) stake by 2.8% in Q2 2026, selling an estimated $275K and leaving 80,974 shares worth $9.53M. The position accounts for 1.39% of the portfolio, ranked #20.

Burling Wealth Partners first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.5M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Burling Wealth Partners held 80,974 shares of Blackstone worth $9.53M as of Q2 2026.
  • Burling Wealth Partners sold 2,292 Blackstone shares in Q2 2026, an estimated $275K.
  • Blackstone made up 1.39% of Burling Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Burling Wealth Partners first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Blackstone position peaked at $16.5M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.