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Dynasty Wealth Management’s Blackstone BX Stock Holding History

Dynasty 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 		$274K Sell
2,380
-665
-22% -$86.5K ﹤0.01% 300
2025
Q4 		$469K Sell
3,045
-230
-7% -$35K ﹤0.01% 244
2025
Q3 		$560K Buy
+3,275
New +$561K 0.01% 213

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

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

Dynasty Wealth Management reduced its Blackstone (BX) stake by 22% in Q1 2026, selling an estimated $86.5K and leaving 2,380 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Dynasty Wealth Management first reported a position in BX in Q3 2025 and has held it in 3 quarters since. The position peaked at $560K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Dynasty Wealth Management held 2,380 shares of Blackstone worth $274K as of Q1 2026.
  • Dynasty Wealth Management sold 665 Blackstone shares in Q1 2026, an estimated $86.5K.
  • Blackstone made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #300 holding.
  • Dynasty Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Blackstone position peaked at $560K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.