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Curated Wealth Partners’s Blackstone BX Stock Holding History

Curated Wealth Partners’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 		$1.37M Buy
11,666
+384
+3% +$46.1K 0.16% 48
2026
Q1 		$1.3M Buy
11,282
+153
+1% +$19.9K 0.16% 48
2025
Q4 		$1.72M Buy
11,129
+1,046
+10% +$159K 0.19% 40
2025
Q3 		$1.72M Sell
10,083
-216
-2% -$37K 0.21% 34
2025
Q2 		$1.54M Buy
10,299
+34
+0.3% +$4.67K 0.18% 34
2025
Q1 		$1.43M Buy
10,265
+200
+2% +$32.5K 0.19% 33
2024
Q4 		$1.74M Buy
10,065
+16
+0.2% +$2.79K 0.2% 29
2024
Q3 		$1.54M Hold
10,049
– – 0.2% 31
2024
Q2 		$1.24M Buy
+10,049
New +$1.24M 0.17% 37
2024
Q1 		– Sell
-10,057
Closed -$1.26M – 166
2023
Q4 		$1.32M Buy
10,057
+69
+0.7% +$7.46K 0.22% 30
2023
Q3 		$1.07M Sell
9,988
-8
-0.1% -$833 0.2% 32
2023
Q2 		$929K Hold
9,996
– – 0.18% 39
2023
Q1 		$878K Hold
9,996
– – 0.2% 39
2022
Q4 		$742K Sell
9,996
-65
-0.6% -$5.61K 0.18% 49
2022
Q3 		$843K Sell
10,061
-26
-0.3% -$2.52K 0.25% 36
2022
Q2 		$921K Sell
10,087
-13
-0.1% -$1.4K 0.27% 34
2022
Q1 		$1.31M Hold
10,100
– – 0.44% 24
2021
Q4 		$1.31M Buy
10,100
+8
+0.1% +$1.07K 0.42% 25
2021
Q3 		$1.17M Hold
10,092
– – 0.66% 28
2021
Q2 		$980K Sell
10,092
-15
-0.1% -$1.33K 0.53% 33
2021
Q1 		$753K Hold
10,107
– – 0.46% 36
2020
Q4 		$655K Buy
+10,107
New +$589K 0.42% 41

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

Curated Wealth Partners's BX Position: Q2 2026 in Review

Curated Wealth Partners increased its Blackstone (BX) stake by 3.4% in Q2 2026, buying an estimated $46.1K and bringing the position to 11,666 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #48.

Curated Wealth Partners first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.74M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Curated Wealth Partners held 11,666 shares of Blackstone worth $1.37M as of Q2 2026.
  • Curated Wealth Partners bought 384 Blackstone shares in Q2 2026, an estimated $46.1K.
  • Blackstone made up 0.16% of Curated Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Curated Wealth Partners first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Blackstone position peaked at $1.74M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.