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Daymark Wealth Partners’s Blackstone BX Stock Holding History

Daymark 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 		$2.25M Sell
19,120
-906
-5% -$109K 0.05% 234
2026
Q1 		$2.3M Sell
20,026
-325
-2% -$42.3K 0.07% 192
2025
Q4 		$3.14M Sell
20,351
-517
-2% -$78.6K 0.1% 155
2025
Q3 		$3.57M Sell
20,868
-93
-0.4% -$15.9K 0.12% 140
2025
Q2 		$3.14M Buy
20,961
+3,841
+22% +$528K 0.12% 146
2025
Q1 		$2.39M Sell
17,120
-1,106
-6% -$180K 0.1% 152
2024
Q4 		$3.14M Sell
18,226
-695
-4% -$121K 0.13% 125
2024
Q3 		$2.9M Buy
18,921
+324
+2% +$44.9K 0.12% 138
2024
Q2 		$2.3M Buy
18,597
+4,246
+30% +$522K 0.11% 147
2024
Q1 		$1.89M Buy
14,351
+2,373
+20% +$296K 0.1% 135
2023
Q4 		$1.57M Sell
11,978
-3,904
-25% -$422K 0.1% 146
2023
Q3 		$1.7M Sell
15,882
-264
-2% -$27.5K 0.12% 131
2023
Q2 		$1.5M Buy
16,146
+5,606
+53% +$484K 0.11% 136
2023
Q1 		$926K Buy
10,540
+2,736
+35% +$242K 0.12% 135
2022
Q4 		$579K Buy
+7,804
New +$674K 0.1% 133

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

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

Daymark Wealth Partners reduced its Blackstone (BX) stake by 4.5% in Q2 2026, selling an estimated $109K and leaving 19,120 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #234.

Daymark Wealth Partners first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.57M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Daymark Wealth Partners held 19,120 shares of Blackstone worth $2.25M as of Q2 2026.
  • Daymark Wealth Partners sold 906 Blackstone shares in Q2 2026, an estimated $109K.
  • Blackstone made up 0.05% of Daymark Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Daymark Wealth Partners first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Blackstone position peaked at $3.57M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.