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CreativeOne Wealth’s Blackstone BX Stock Holding History

CreativeOne 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 		$4.89M Buy
41,543
+4,425
+12% +$532K 0.11% 171
2026
Q1 		$4.27M Buy
37,118
+4,363
+13% +$568K 0.1% 191
2025
Q4 		$5.05M Buy
32,755
+3,864
+13% +$587K 0.12% 147
2025
Q3 		$4.94M Buy
28,891
+3,021
+12% +$518K 0.12% 158
2025
Q2 		$3.87M Buy
25,870
+3,107
+14% +$427K 0.1% 184
2025
Q1 		$3.18M Buy
22,763
+4,798
+27% +$779K 0.1% 207
2024
Q4 		$3.1M Buy
17,965
+6,706
+60% +$1.17M 0.09% 197
2024
Q3 		$1.72M Buy
11,259
+5,393
+92% +$748K 0.06% 301
2024
Q2 		$726K Buy
5,866
+209
+4% +$25.7K 0.04% 392
2024
Q1 		$743K Buy
5,657
+3,840
+211% +$480K 0.03% 451
2023
Q4 		$238K Buy
+1,817
New +$197K 0.02% 565
2023
Q3 		– Sell
-6,921
Closed -$643K – 611
2023
Q2 		$643K Sell
6,921
-1,848
-21% -$160K 0.03% 424
2023
Q1 		$770K Buy
8,769
+578
+7% +$51.1K 0.04% 362
2022
Q4 		$608K Sell
8,191
-980
-11% -$84.6K 0.03% 376
2022
Q3 		$768K Sell
9,171
-2,465
-21% -$239K 0.05% 311
2022
Q2 		$1.06M Buy
11,636
+1,068
+10% +$115K 0.06% 249
2022
Q1 		$1.34M Sell
10,568
-12,427
-54% -$1.52M 0.07% 225
2021
Q4 		$2.98M Buy
22,995
+5,378
+31% +$717K 0.15% 115
2021
Q3 		$2.05M Buy
17,617
+2,525
+17% +$293K 0.12% 141
2021
Q2 		$1.47M Sell
15,092
-11,877
-44% -$1.05M 0.09% 191
2021
Q1 		$2.01M Buy
26,969
+2,438
+10% +$168K 0.15% 121
2020
Q4 		$1.59M Buy
+24,531
New +$1.43M 0.13% 126

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

CreativeOne Wealth's BX Position: Q2 2026 in Review

CreativeOne Wealth increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $532K and bringing the position to 41,543 shares worth $4.89M. The position accounts for 0.11% of the portfolio, ranked #171.

CreativeOne Wealth first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.05M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • CreativeOne Wealth held 41,543 shares of Blackstone worth $4.89M as of Q2 2026.
  • CreativeOne Wealth bought 4,425 Blackstone shares in Q2 2026, an estimated $532K.
  • Blackstone made up 0.11% of CreativeOne Wealth's portfolio in Q2 2026, its #171 holding.
  • CreativeOne Wealth first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's Blackstone position peaked at $5.05M in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.