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Diversify Wealth Management’s Blackstone BX Stock Holding History

Diversify 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
Q2 		$8.45M Buy
63,689
+6,137
+11% +$737K 0.14% 153
2026
Q1 		$6.9M Buy
57,552
+29,866
+108% +$3.89M 0.12% 176
2025
Q4 		$4.3M Buy
27,686
+419
+2% +$63.7K 0.2% 135
2025
Q3 		$3.94M Sell
27,267
-5,610
-17% -$961K 0.23% 127
2025
Q2 		$5.71M Buy
32,877
+4,080
+14% +$561K 0.35% 71
2025
Q1 		$3.85M Buy
28,797
+6,452
+29% +$1.05M 0.29% 104
2024
Q4 		$3.68M Buy
22,345
+9,195
+70% +$1.6M 0.29% 93
2024
Q3 		$2.19M Buy
13,150
+1,366
+12% +$190K 0.21% 124
2024
Q2 		$1.53M Buy
+11,784
New +$1.45M 0.19% 120

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's BX Position: Q2 2026 in Review

Diversify Wealth Management increased its Blackstone (BX) stake by 11% in Q2 2026, buying an estimated $737K and bringing the position to 63,689 shares worth $8.45M. The position accounts for 0.14% of the portfolio, ranked #153.

Diversify Wealth Management first reported a position in BX in Q2 2024 and has held it in 9 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Diversify Wealth Management held 63,689 shares of Blackstone worth $8.45M as of Q2 2026.
  • Diversify Wealth Management bought 6,137 Blackstone shares in Q2 2026, an estimated $737K.
  • Blackstone made up 0.14% of Diversify Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Diversify Wealth Management first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.