Circle Wealth Management’s Blackstone BX Stock Holding History

Circle 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	$378K	Buy	3,211 +28	+0.9%	+$3.36K	﹤0.01%	212
2026 Q1	$366K	Buy	+3,183	New	+$414K	0.01%	222
2025 Q4	–	Sell	-1,172	Closed	-$200K	–	246
2025 Q3	$200K	Buy	+1,172	New	+$201K	﹤0.01%	221
2025 Q1	–	Sell	-1,164	Closed	-$201K	–	218
2024 Q4	$201K	Buy	+1,164	New	+$203K	﹤0.01%	213
2020 Q2	–	Sell	-15,800	Closed	-$711K	–	205
2020 Q1	$711K	Buy	+15,800	New	+$874K	0.14%	81

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

Circle Wealth Management's BX Position: Q2 2026 in Review

Circle Wealth Management increased its Blackstone (BX) stake by 0.88% in Q2 2026, buying an estimated $3.36K and bringing the position to 3,211 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Circle Wealth Management first reported a position in BX in Q1 2020 and has held it in 5 quarters since. The position peaked at $711K in Q1 2020. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Circle Wealth Management held 3,211 shares of Blackstone worth $378K as of Q2 2026.
Circle Wealth Management bought 28 Blackstone shares in Q2 2026, an estimated $3.36K.
Blackstone made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #212 holding.
Circle Wealth Management first reported a position in Blackstone in Q1 2020 and has held it in 5 quarters since.
Circle Wealth Management's Blackstone position peaked at $711K in Q1 2020.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.