Creative Planning’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-300
Closed -$2K 1995
2018
Q4
$2K Buy
+300
New +$9.92K ﹤0.01% 1900

Other funds holding BX

Creative Planning's BX Position: Q2 2026 in Review

Creative Planning increased its Blackstone (BX) stake by 8.7% in Q2 2026, buying an estimated $4.22M and bringing the position to 436,815 shares worth $51.4M. The position accounts for 0.03% of the portfolio, ranked #239.

Creative Planning first reported a position in BX in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.5M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Creative Planning held 436,815 shares of Blackstone worth $51.4M as of Q2 2026.
  • Creative Planning bought 35,093 Blackstone shares in Q2 2026, an estimated $4.22M.
  • Blackstone made up 0.03% of Creative Planning's portfolio in Q2 2026, its #239 holding.
  • Creative Planning first reported a position in Blackstone in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Blackstone position peaked at $65.5M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.