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Cassaday & Co Wealth Management’s Blackstone BX Stock Holding History

Cassaday & Co Wealth Management’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 		$580K Sell
4,926
-178
-3% -$21.4K 0.01% 212
2026
Q1 		$587K Sell
5,104
-573
-10% -$74.5K 0.01% 196
2025
Q4 		$875K Sell
5,677
-68
-1% -$10.3K 0.02% 150
2025
Q3 		$982K Buy
5,745
+4
+0.1% +$685 0.02% 138
2025
Q2 		$859K Buy
5,741
+1,087
+23% +$149K 0.02% 144
2025
Q1 		$651K Buy
4,654
+936
+25% +$152K 0.02% 167
2024
Q4 		$641K Sell
3,718
-92
-2% -$16K 0.02% 171
2024
Q3 		$583K Sell
3,810
-79
-2% -$11K 0.02% 169
2024
Q2 		$481K Buy
3,889
+193
+5% +$23.8K 0.02% 175
2024
Q1 		$486K Buy
3,696
+627
+20% +$78.3K 0.02% 174
2023
Q4 		$402K Buy
3,069
+53
+2% +$5.73K 0.01% 177
2023
Q3 		$323K Buy
3,016
+27
+0.9% +$2.81K 0.01% 183
2023
Q2 		$278K Buy
2,989
+15
+0.5% +$1.3K 0.01% 201
2023
Q1 		$261K Buy
2,974
+14
+0.5% +$1.24K 0.01% 218
2022
Q4 		$220K Buy
+2,960
New +$256K 0.01% 231

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

Cassaday & Co Wealth Management's BX Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Blackstone (BX) stake by 3.5% in Q2 2026, selling an estimated $21.4K and leaving 4,926 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #212.

Cassaday & Co Wealth Management first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $982K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cassaday & Co Wealth Management held 4,926 shares of Blackstone worth $580K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 178 Blackstone shares in Q2 2026, an estimated $21.4K.
  • Blackstone made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Cassaday & Co Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Blackstone position peaked at $982K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.