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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
Q1 		$120 Buy
+100
New +$13K ﹤0.01% 1165

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

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

Diversify Wealth Management increased its Blackstone (BX) stake by 108% in Q1 2026, buying an estimated $3.89M and bringing the position to 57,552 shares worth $6.9M. The position accounts for 0.12% of the portfolio, ranked #176.

Diversify Wealth Management first reported a position in BX in Q2 2024 and has held it in 8 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Diversify Wealth Management held 57,552 shares of Blackstone worth $6.9M as of Q1 2026.
  • Diversify Wealth Management bought 29,866 Blackstone shares in Q1 2026, an estimated $3.89M.
  • Blackstone made up 0.12% of Diversify Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Diversify Wealth Management first reported a position in Blackstone in Q2 2024 and has held it in 8 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.