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EPG Wealth Management’s Blackstone BX Stock Holding History

EPG 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 		$2.29M Sell
19,421
-1,063
-5% -$128K 0.55% 49
2026
Q1 		$2.36M Buy
20,484
+12,242
+149% +$1.59M 0.64% 43
2025
Q4 		$1.27M Buy
8,242
+635
+8% +$96.5K 0.34% 79
2025
Q3 		$1.3M Buy
7,607
+490
+7% +$84K 0.36% 80
2025
Q2 		$1.06M Buy
7,117
+260
+4% +$35.7K 0.32% 92
2025
Q1 		$959K Buy
6,857
+124
+2% +$20.1K 0.27% 110
2024
Q4 		$1.16M Sell
6,733
-205
-3% -$35.7K 0.31% 94
2024
Q3 		$1.06M Buy
+6,938
New +$963K 0.27% 105
2024
Q2 		– Sell
-8,640
Closed -$1.06M – 103
2024
Q1 		$1.14M Buy
8,640
+314
+4% +$39.2K 0.28% 98
2023
Q4 		$1.04M Buy
8,326
+553
+7% +$59.8K 0.27% 94
2023
Q3 		$833K Buy
7,773
+333
+4% +$34.7K 0.25% 99
2023
Q2 		$692K Buy
7,440
+224
+3% +$19.4K 0.2% 121
2023
Q1 		$634K Buy
7,216
+1,836
+34% +$162K 0.2% 118
2022
Q4 		$399K Buy
5,380
+14
+0.3% +$1.21K 0.15% 124
2022
Q3 		$449K Buy
5,366
+360
+7% +$34.9K 0.18% 113
2022
Q2 		$457K Buy
5,006
+34
+0.7% +$3.67K 0.2% 109
2022
Q1 		$631K Sell
4,972
-129
-3% -$15.7K 0.22% 94
2021
Q4 		$660K Buy
5,101
+38
+0.8% +$5.07K 0.23% 88
2021
Q3 		$589K Buy
5,063
+138
+3% +$16K 0.24% 91
2021
Q2 		$478K Buy
4,925
+25
+0.5% +$2.22K 0.2% 108
2021
Q1 		$365K Sell
4,900
-2,277
-32% -$157K 0.18% 120
2020
Q4 		$465K Buy
7,177
+740
+11% +$43.1K 0.28% 83
2020
Q3 		$336K Sell
6,437
-295
-4% -$15.8K 0.25% 91
2020
Q2 		$381K Buy
6,732
+137
+2% +$7.21K 0.27% 90
2020
Q1 		$301K Buy
6,595
+1,454
+28% +$80.4K 0.22% 89
2019
Q4 		$288K Buy
+5,141
New +$267K 0.21% 80

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

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

EPG Wealth Management reduced its Blackstone (BX) stake by 5.2% in Q2 2026, selling an estimated $128K and leaving 19,421 shares worth $2.29M. The position accounts for 0.55% of the portfolio, ranked #49.

EPG Wealth Management first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.36M in Q1 2026. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • EPG Wealth Management held 19,421 shares of Blackstone worth $2.29M as of Q2 2026.
  • EPG Wealth Management sold 1,063 Blackstone shares in Q2 2026, an estimated $128K.
  • Blackstone made up 0.55% of EPG Wealth Management's portfolio in Q2 2026, its #49 holding.
  • EPG Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's Blackstone position peaked at $2.36M in Q1 2026.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.