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Dogwood Wealth Management’s Blackstone BX Stock Holding History

Dogwood 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 		$17.4K Buy
148
+44
+42% +$5.29K 0.01% 266
2026
Q1 		$12K Sell
104
-53
-34% -$6.89K 0.01% 309
2025
Q4 		$24.2K Buy
157
+57
+57% +$8.66K 0.01% 179
2025
Q3 		$17.1K Buy
100
+3
+3% +$514 0.01% 206
2025
Q2 		$15.2K Buy
97
+92
+1,840% +$12.6K 0.01% 210
2025
Q1 		$699 Buy
+5
New +$812 ﹤0.01% 440
2024
Q3 		– Hold
0
– – – 228
2024
Q2 		– Hold
0
– – – 280
2024
Q1 		– Hold
0
– – – 277
2023
Q4 		– Hold
0
– – – 252

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

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

Dogwood Wealth Management increased its Blackstone (BX) stake by 42% in Q2 2026, buying an estimated $5.29K and bringing the position to 148 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #266.

Dogwood Wealth Management first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.2K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Dogwood Wealth Management held 148 shares of Blackstone worth $17.4K as of Q2 2026.
  • Dogwood Wealth Management bought 44 Blackstone shares in Q2 2026, an estimated $5.29K.
  • Blackstone made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Dogwood Wealth Management first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Blackstone position peaked at $24.2K in Q4 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.