CMMS
BX icon

Comprehensive Money Management Services’s Blackstone BX Stock Holding History

Comprehensive Money Management Services’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 		$1.07M Sell
9,100
-390
-4% -$46.9K 0.67% 50
2026
Q1 		$1.09M Hold
9,490
– – 0.72% 46
2025
Q4 		$1.46M Hold
9,490
– – 1.01% 23
2025
Q3 		$1.62M Sell
9,490
-15
-0.2% -$2.57K 1.15% 18
2025
Q2 		$1.42M Sell
9,505
-535
-5% -$73.5K 1.08% 21
2025
Q1 		$1.4M Sell
10,040
-90
-0.9% -$14.6K 1.13% 18
2024
Q4 		$1.75M Buy
+10,130
New +$1.76M 1.44% 12

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

Comprehensive Money Management Services's BX Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Blackstone (BX) stake by 4.1% in Q2 2026, selling an estimated $46.9K and leaving 9,100 shares worth $1.07M. The position accounts for 0.67% of the portfolio, ranked #50.

Comprehensive Money Management Services first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Comprehensive Money Management Services held 9,100 shares of Blackstone worth $1.07M as of Q2 2026.
  • Comprehensive Money Management Services sold 390 Blackstone shares in Q2 2026, an estimated $46.9K.
  • Blackstone made up 0.67% of Comprehensive Money Management Services's portfolio in Q2 2026, its #50 holding.
  • Comprehensive Money Management Services first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Money Management Services's Blackstone position peaked at $1.75M in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.