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Cornerstone Planning’s Blackstone BX Stock Holding History

Cornerstone Planning’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 		$1.27M Buy
10,756
+169
+2% +$20.3K 0.29% 84
2026
Q1 		$1.22M Sell
10,587
-5,609
-35% -$730K 0.28% 95
2025
Q4 		$2.51M Buy
+16,196
New +$2.46M 0.58% 66

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

Cornerstone Planning's BX Position: Q2 2026 in Review

Cornerstone Planning increased its Blackstone (BX) stake by 1.6% in Q2 2026, buying an estimated $20.3K and bringing the position to 10,756 shares worth $1.27M. The position accounts for 0.29% of the portfolio, ranked #84.

Cornerstone Planning first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q4 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cornerstone Planning held 10,756 shares of Blackstone worth $1.27M as of Q2 2026.
  • Cornerstone Planning bought 169 Blackstone shares in Q2 2026, an estimated $20.3K.
  • Blackstone made up 0.29% of Cornerstone Planning's portfolio in Q2 2026, its #84 holding.
  • Cornerstone Planning first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning's Blackstone position peaked at $2.51M in Q4 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.