Corient Private Wealth
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Corient Private Wealth’s Blackstone BX Stock Holding History

Corient Private Wealth’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 		$41.4M Sell
351,704
-42,331
-11% -$5.09M 0.06% 275
2026
Q1 		$42.9M Sell
394,035
-26,154
-6% -$3.4M 0.06% 260
2025
Q4 		$64.8M Sell
420,189
-8,704
-2% -$1.32M 0.09% 206
2025
Q3 		$72.7M Buy
428,893
+80,321
+23% +$13.8M 0.11% 179
2025
Q2 		$52.1M Buy
348,572
+21,360
+7% +$2.93M 0.07% 226
2025
Q1 		$45.7M Sell
327,212
-28,887
-8% -$4.69M 0.07% 236
2024
Q4 		$56.5M Buy
356,099
+11,110
+3% +$1.94M 0.09% 204
2024
Q3 		$52.8M Sell
344,989
-11,310
-3% -$1.57M 0.08% 233
2024
Q2 		$44.1M Sell
356,299
-4,954
-1% -$610K 0.08% 244
2024
Q1 		$47.5M Sell
361,253
-12,623
-3% -$1.58M 0.08% 227
2023
Q4 		$48.9M Buy
373,876
+44,647
+14% +$4.83M 0.09% 218
2023
Q3 		$35.3M Buy
329,229
+7,700
+2% +$802K 0.08% 253
2023
Q2 		$29.9M Sell
321,529
-1,715
-0.5% -$148K 0.07% 270
2023
Q1 		$28.4M Sell
323,244
-70,408
-18% -$6.22M 0.08% 250
2022
Q4 		$29.1M Buy
+393,652
New +$34M 0.11% 205

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

Corient Private Wealth's BX Position: Q2 2026 in Review

Corient Private Wealth reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $5.09M and leaving 351,704 shares worth $41.4M. The position accounts for 0.06% of the portfolio, ranked #275.

Corient Private Wealth first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $72.7M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Corient Private Wealth held 351,704 shares of Blackstone worth $41.4M as of Q2 2026.
  • Corient Private Wealth sold 42,331 Blackstone shares in Q2 2026, an estimated $5.09M.
  • Blackstone made up 0.06% of Corient Private Wealth's portfolio in Q2 2026, its #275 holding.
  • Corient Private Wealth first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Blackstone position peaked at $72.7M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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