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Cyndeo Wealth Partners’s Blackstone BX Stock Holding History

Cyndeo 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 		$3.56M Buy
30,296
+360
+1% +$43.3K 0.17% 136
2026
Q1 		$3.44M Buy
29,936
+744
+3% +$96.8K 0.18% 129
2025
Q4 		$4.5M Sell
29,192
-1,362
-4% -$207K 0.24% 102
2025
Q3 		$5.22M Sell
30,554
-494
-2% -$84.6K 0.29% 92
2025
Q2 		$4.64M Buy
31,048
+2,874
+10% +$395K 0.28% 99
2025
Q1 		$3.94M Buy
28,174
+342
+1% +$55.5K 0.26% 104
2024
Q4 		$4.8M Buy
27,832
+47
+0.2% +$8.19K 0.32% 86
2024
Q3 		$4.25M Buy
27,785
+8,700
+46% +$1.21M 0.3% 90
2024
Q2 		$2.36M Buy
19,085
+3
+0% +$369 0.19% 144
2024
Q1 		$2.51M Sell
19,082
-1,471
-7% -$184K 0.21% 138
2023
Q4 		$2.69M Sell
20,553
-336
-2% -$36.4K 0.25% 113
2023
Q3 		$2.24M Buy
20,889
+1
+0% +$104 0.23% 114
2023
Q2 		$1.94M Buy
20,888
+10
+0% +$864 0.2% 123
2023
Q1 		$1.83M Buy
20,878
+373
+2% +$32.9K 0.2% 135
2022
Q4 		$1.52M Buy
+20,505
New +$1.77M 0.18% 141

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

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

Cyndeo Wealth Partners increased its Blackstone (BX) stake by 1.2% in Q2 2026, buying an estimated $43.3K and bringing the position to 30,296 shares worth $3.56M. The position accounts for 0.17% of the portfolio, ranked #136.

Cyndeo Wealth Partners first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.22M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cyndeo Wealth Partners held 30,296 shares of Blackstone worth $3.56M as of Q2 2026.
  • Cyndeo Wealth Partners bought 360 Blackstone shares in Q2 2026, an estimated $43.3K.
  • Blackstone made up 0.17% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Cyndeo Wealth Partners first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Blackstone position peaked at $5.22M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.