Dakota Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.36M | Sell |
11,541
-1,499
| -11% | -$180K | 0.03% | 379 |
|
|
2026
Q1 | $1.5M | Sell |
13,040
-52,445
| -80% | -$6.82M | 0.03% | 336 |
|
|
2025
Q4 | $10.1M | Buy |
65,485
+8,438
| +15% | +$1.28M | 0.18% | 106 |
|
|
2025
Q3 | $9.75M | Buy |
57,047
+8,245
| +17% | +$1.41M | 0.2% | 102 |
|
|
2025
Q2 | $7.3M | Buy |
48,802
+5,739
| +13% | +$789K | 0.15% | 122 |
|
|
2025
Q1 | $6.02M | Buy |
43,063
+6,349
| +17% | +$1.03M | 0.14% | 135 |
|
|
2024
Q4 | $6.33M | Buy |
36,714
+4,157
| +13% | +$724K | 0.15% | 128 |
|
|
2024
Q3 | $4.99M | Buy |
32,557
+816
| +3% | +$113K | 0.11% | 161 |
|
|
2024
Q2 | $3.93M | Buy |
31,741
+18,067
| +132% | +$2.22M | 0.09% | 190 |
|
|
2024
Q1 | $1.8M | Buy |
13,674
+3,999
| +41% | +$499K | 0.04% | 279 |
|
|
2023
Q4 | $1.27M | Buy |
9,675
+451
| +5% | +$48.8K | 0.05% | 277 |
|
|
2023
Q3 | $988K | Sell |
9,224
-101
| -1% | -$10.5K | 0.04% | 287 |
|
|
2023
Q2 | $867K | Buy |
9,325
+29
| +0.3% | +$2.5K | 0.04% | 274 |
|
|
2023
Q1 | $817K | Buy |
9,296
+791
| +9% | +$69.9K | 0.05% | 261 |
|
|
2022
Q4 | $631K | Sell |
8,505
-1,753
| -17% | -$151K | 0.04% | 307 |
|
|
2022
Q3 | $859K | Buy |
10,258
+1,375
| +15% | +$133K | 0.07% | 233 |
|
|
2022
Q2 | $811K | Buy |
8,883
+3,363
| +61% | +$363K | 0.07% | 209 |
|
|
2022
Q1 | $700K | Sell |
5,520
-3,293
| -37% | -$402K | 0.06% | 240 |
|
|
2021
Q4 | $1.14M | Buy |
8,813
+1,202
| +16% | +$160K | 0.12% | 148 |
|
|
2021
Q3 | $885K | Buy |
7,611
+3,490
| +85% | +$405K | 0.1% | 168 |
|
|
2021
Q2 | $400K | Hold |
4,121
| – | – | 0.05% | 253 |
|
|
2021
Q1 | $307K | Hold |
4,121
| – | – | 0.04% | 252 |
|
|
2020
Q4 | $267K | Sell |
4,121
-10
| -0.2% | -$582 | 0.03% | 273 |
|
|
2020
Q3 | $216K | Hold |
4,131
| – | – | 0.03% | 258 |
|
|
2020
Q2 | $234K | Buy |
+4,131
| New | +$217K | 0.04% | 240 |
|
|
2020
Q1 | – | Sell |
-7,618
| Closed | -$426K | – | 267 |
|
|
2019
Q4 | $426K | Buy |
7,618
+80
| +1% | +$4.15K | 0.07% | 213 |
|
|
2019
Q3 | $368K | Sell |
7,538
-518
| -6% | -$25.3K | 0.06% | 214 |
|
|
2019
Q2 | $360K | Sell |
8,056
-458
| -5% | -$18.3K | 0.07% | 206 |
|
|
2019
Q1 | $297K | Sell |
8,514
-22
| -0.3% | -$734 | 0.06% | 234 |
|
|
2018
Q4 | $255K | Buy |
8,536
+222
| +3% | +$7.34K | 0.06% | 238 |
|
|
2018
Q3 | $317K | Buy |
8,314
+39
| +0.5% | +$1.41K | 0.07% | 207 |
|
|
2018
Q2 | $266K | Buy |
+8,275
| New | +$263K | 0.07% | 176 |
|
Other funds holding BX
Dakota Wealth Management's BX Position: Q2 2026 in Review
Dakota Wealth Management reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $180K and leaving 11,541 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #379.
Dakota Wealth Management first reported a position in BX in Q2 2018 and has held it in 32 quarters since. The position peaked at $10.1M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Dakota Wealth Management held 11,541 shares of Blackstone worth $1.36M as of Q2 2026.
- Dakota Wealth Management sold 1,499 Blackstone shares in Q2 2026, an estimated $180K.
- Blackstone made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #379 holding.
- Dakota Wealth Management first reported a position in Blackstone in Q2 2018 and has held it in 32 quarters since.
- Dakota Wealth Management's Blackstone position peaked at $10.1M in Q4 2025.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.