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EP Wealth Advisors’s Blackstone BX Stock Holding History

EP Wealth Advisors’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 		$4.07M Buy
34,578
+7,122
+26% +$856K 0.02% 424
2026
Q1 		$3.16M Buy
27,456
+211
+0.8% +$27.5K 0.02% 385
2025
Q4 		$4.2M Buy
+27,245
New +$4.14M 0.02% 308
2025
Q2 		$3.81M Buy
25,464
+2,387
+10% +$328K 0.03% 302
2025
Q1 		$3.23M Sell
23,077
-387
-2% -$62.8K 0.03% 282
2024
Q4 		$4.05M Sell
23,464
-3,981
-15% -$694K 0.03% 248
2024
Q3 		$4.2M Buy
27,445
+5,536
+25% +$768K 0.04% 237
2024
Q2 		$2.71M Buy
21,909
+801
+4% +$98.6K 0.03% 242
2024
Q1 		$2.77M Sell
21,108
-290
-1% -$36.2K 0.03% 229
2023
Q4 		$2.8M Buy
21,398
+843
+4% +$91.2K 0.04% 218
2023
Q3 		$2.2M Buy
20,555
+10,238
+99% +$1.07M 0.03% 229
2023
Q2 		$1.61M Buy
10,317
+317
+3% +$27.4K 0.02% 274
2023
Q1 		$0 Buy
10,000
+1,036
+12% +$91.5K ﹤0.01% 644
2022
Q4 		$665K Sell
8,964
-2,524
-22% -$218K 0.01% 334
2022
Q3 		$962K Sell
11,488
-3,586
-24% -$347K 0.02% 238
2022
Q2 		$1.38M Buy
15,074
+4,893
+48% +$528K 0.03% 223
2022
Q1 		$1.29M Buy
10,181
+403
+4% +$49.2K 0.03% 243
2021
Q4 		$1.26M Buy
9,778
+854
+10% +$114K 0.03% 231
2021
Q3 		$1.04M Buy
8,924
+28
+0.3% +$3.25K 0.03% 237
2021
Q2 		$864K Buy
+8,896
New +$790K 0.02% 263
2020
Q4 		– Sell
-6,523
Closed -$341K – 460
2020
Q3 		$341K Buy
+6,523
New +$349K 0.01% 278
2020
Q2 		– Sell
-9,619
Closed -$506K – 282
2020
Q1 		$438K Sell
9,619
-3,365
-26% -$186K 0.02% 265
2019
Q4 		$726K Buy
+12,984
New +$674K 0.03% 229

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

EP Wealth Advisors's BX Position: Q2 2026 in Review

EP Wealth Advisors increased its Blackstone (BX) stake by 26% in Q2 2026, buying an estimated $856K and bringing the position to 34,578 shares worth $4.07M. The position accounts for 0.02% of the portfolio, ranked #424.

EP Wealth Advisors first reported a position in BX in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.2M in Q3 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • EP Wealth Advisors held 34,578 shares of Blackstone worth $4.07M as of Q2 2026.
  • EP Wealth Advisors bought 7,122 Blackstone shares in Q2 2026, an estimated $856K.
  • Blackstone made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #424 holding.
  • EP Wealth Advisors first reported a position in Blackstone in Q4 2019 and has held it in 23 quarters since.
  • EP Wealth Advisors's Blackstone position peaked at $4.2M in Q3 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.