DWM
BX icon

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
Q2 		– Sell
-2,380
Closed -$274K – 374
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 $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 $3.37T AUM 44.26% 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

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

Dynasty Wealth Management sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,380 shares — an estimated $274K sold.

Dynasty Wealth Management first reported a position in BX in Q3 2025 and held it in 3 quarters. The position peaked at $560K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,380 Blackstone shares in Q2 2026, an estimated $274K.
  • Dynasty Wealth Management first reported a position in Blackstone in Q3 2025 and held it in 3 quarters.
  • Dynasty Wealth Management's Blackstone position peaked at $560K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.