Eagle Wealth Strategies’s Blackstone BX Stock Holding History

Eagle Wealth Strategies’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	$369K	Buy	3,133 +43	+1%	+$5.17K	0.14%	70
2026 Q1	$355K	Buy	3,090 +15	+0.5%	+$1.95K	0.16%	68
2025 Q4	$474K	Sell	3,075 -7	-0.2%	-$1.06K	0.22%	51
2025 Q3	$527K	Buy	3,082 +7	+0.2%	+$1.2K	0.26%	43
2025 Q2	$460K	Hold	3,075	–	–	0.26%	46
2025 Q1	$430K	Sell	3,075 -203	-6%	-$33K	0.26%	46
2024 Q4	$565K	Sell	3,278 -200	-6%	-$34.8K	0.41%	36
2024 Q3	$533K	Sell	3,478 -12	-0.3%	-$1.67K	0.39%	35
2024 Q2	$432K	Buy	3,490 +3	+0.1%	+$369	0.35%	42
2024 Q1	$457K	Buy	3,487 +3	+0.1%	+$375	0.37%	42
2023 Q4	$456K	Buy	+3,484	New	+$377K	0.28%	43

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eagle Wealth Strategies's BX Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Blackstone (BX) stake by 1.4% in Q2 2026, buying an estimated $5.17K and bringing the position to 3,133 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #70.

Eagle Wealth Strategies first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $565K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Eagle Wealth Strategies held 3,133 shares of Blackstone worth $369K as of Q2 2026.
Eagle Wealth Strategies bought 43 Blackstone shares in Q2 2026, an estimated $5.17K.
Blackstone made up 0.14% of Eagle Wealth Strategies's portfolio in Q2 2026, its #70 holding.
Eagle Wealth Strategies first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's Blackstone position peaked at $565K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.