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Concord Wealth Partners’s Blackstone BX Stock Holding History

Concord 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 		$14K Buy
+119
New +$14.3K ﹤0.01% 532
2026
Q1 		– Sell
-119
Closed -$18.3K – 280
2025
Q4 		$18.3K Hold
119
– – ﹤0.01% 455
2025
Q3 		$20.3K Hold
119
– – ﹤0.01% 453
2025
Q2 		$17.8K Hold
119
– – ﹤0.01% 480
2025
Q1 		$16.6K Hold
119
– – ﹤0.01% 455
2024
Q4 		$20.5K Hold
119
– – ﹤0.01% 448
2024
Q3 		$18.2K Hold
119
– – ﹤0.01% 483
2024
Q2 		$14.7K Hold
119
– – ﹤0.01% 467
2024
Q1 		$15.6K Hold
119
– – ﹤0.01% 521
2023
Q4 		$15.6K Sell
119
-521
-81% -$56.4K ﹤0.01% 513
2023
Q3 		$68.6K Hold
640
– – 0.01% 330
2023
Q2 		$59.5K Buy
640
+24
+4% +$2.07K 0.01% 339
2023
Q1 		$54.1K Sell
616
-24
-4% -$2.12K 0.02% 334
2022
Q4 		$47.5K Buy
+640
New +$55.3K 0.01% 384
2022
Q3 		– Sell
-640
Closed -$58K – 290
2022
Q2 		$58K Buy
640
+24
+4% +$2.59K 0.02% 344
2022
Q1 		$78K Sell
616
-1,200
-66% -$146K 0.02% 338
2021
Q4 		$235K Buy
1,816
+1,319
+265% +$176K 0.06% 168
2021
Q3 		$58K Sell
497
-1,519
-75% -$176K 0.02% 191
2021
Q2 		$196K Sell
2,016
-100
-5% -$8.88K 0.06% 136
2021
Q1 		$158K Buy
2,116
+216
+11% +$14.9K 0.05% 152
2020
Q4 		$123K Buy
+1,900
New +$111K 0.09% 115

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

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

Concord Wealth Partners opened a new position in Blackstone (BX) in Q2 2026: 119 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BX as recently as Q4 2025.

Concord Wealth Partners first reported a position in BX in Q4 2020 and has held it in 21 quarters since. The position peaked at $235K in Q4 2021. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Concord Wealth Partners held 119 shares of Blackstone worth $14K as of Q2 2026.
  • Blackstone was a new Concord Wealth Partners position in Q2 2026.
  • Blackstone made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #532 holding.
  • Concord Wealth Partners first reported a position in Blackstone in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Blackstone position peaked at $235K in Q4 2021.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.