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Cornerstone Wealth Group’s Blackstone BX Stock Holding History

Cornerstone Wealth Group’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 		$4.14M Buy
35,157
+2,767
+9% +$332K 0.25% 98
2026
Q1 		$4.16M Sell
32,390
-48,433
-60% -$6.3M 0.27% 100
2025
Q4 		$12.5M Buy
80,823
+24,283
+43% +$3.69M 0.85% 30
2025
Q3 		$9.66M Buy
56,540
+792
+1% +$136K 0.65% 37
2025
Q2 		$8.34M Buy
55,748
+26,833
+93% +$3.69M 0.63% 45
2025
Q1 		$4.04M Buy
28,915
+178
+0.6% +$28.9K 0.33% 88
2024
Q4 		$4.95M Buy
28,737
+22
+0.1% +$3.83K 0.4% 67
2024
Q3 		$4.4M Sell
28,715
-62
-0.2% -$8.6K 0.36% 78
2024
Q2 		$3.56M Buy
28,777
+184
+0.6% +$22.6K 0.32% 82
2024
Q1 		$3.76M Buy
+28,593
New +$3.57M 0.35% 73

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 Wealth Group's BX Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Blackstone (BX) stake by 8.5% in Q2 2026, buying an estimated $332K and bringing the position to 35,157 shares worth $4.14M. The position accounts for 0.25% of the portfolio, ranked #98.

Cornerstone Wealth Group first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.5M in Q4 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cornerstone Wealth Group held 35,157 shares of Blackstone worth $4.14M as of Q2 2026.
  • Cornerstone Wealth Group bought 2,767 Blackstone shares in Q2 2026, an estimated $332K.
  • Blackstone made up 0.25% of Cornerstone Wealth Group's portfolio in Q2 2026, its #98 holding.
  • Cornerstone Wealth Group first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Wealth Group's Blackstone position peaked at $12.5M in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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