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Destination Wealth Management’s Blackstone BX Stock Holding History

Destination Wealth Management’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
Q1 		– Sell
-200
Closed -$5.53K – 333
2025
Q4 		$5.53K Hold
200
– – ﹤0.01% 330
2025
Q3 		$8.66K Hold
200
– – ﹤0.01% 291
2025
Q2 		$5.78K Buy
200
+100
+100% +$13.7K ﹤0.01% 269
2025
Q1 		$5.5K Hold
100
– – ﹤0.01% 249
2024
Q4 		$8.76K Hold
100
– – ﹤0.01% 240
2024
Q3 		$6.94K Hold
100
– – ﹤0.01% 231
2024
Q2 		$4.16K Hold
100
– – ﹤0.01% 212
2024
Q1 		$5.08K Hold
100
– – ﹤0.01% 217
2023
Q4 		$4.99K Hold
100
– – ﹤0.01% 206
2023
Q3 		$3.06K Hold
100
– – ﹤0.01% 202
2023
Q2 		$1.94K Hold
100
– – ﹤0.01% 208
2023
Q1 		$1.92K Buy
+100
New +$8.83K ﹤0.01% 214

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Destination Wealth Management's BX Position: Q1 2026 in Review

Destination Wealth Management increased its Blackstone (BX) stake by 6.6% in Q1 2026, buying an estimated $1.61M and bringing the position to 199,657 shares worth $23M. The position accounts for 0.6% of the portfolio, ranked #56.

Destination Wealth Management first reported a position in BX in Q3 2018 and has held it in 28 quarters since. The position peaked at $32.3M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Destination Wealth Management held 199,657 shares of Blackstone worth $23M as of Q1 2026.
  • Destination Wealth Management bought 12,406 Blackstone shares in Q1 2026, an estimated $1.61M.
  • Blackstone made up 0.6% of Destination Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Destination Wealth Management first reported a position in Blackstone in Q3 2018 and has held it in 28 quarters since.
  • Destination Wealth Management's Blackstone position peaked at $32.3M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.