EPG Wealth Management
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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
Q3 		$2.21M Buy
19,752
+331
+2% +$43.3K 0.51% 53
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

EPG Wealth Management's BX Position: Q3 2026 in Review

EPG Wealth Management increased its Blackstone (BX) stake by 1.7% in Q3 2026, buying an estimated $43.3K and bringing the position to 19,752 shares worth $2.21M. The position accounts for 0.51% of the portfolio, ranked #53.

EPG Wealth Management first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.36M in Q1 2026. 1,467 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • EPG Wealth Management held 19,752 shares of Blackstone worth $2.21M as of Q3 2026.
  • EPG Wealth Management bought 331 Blackstone shares in Q3 2026, an estimated $43.3K.
  • Blackstone made up 0.51% of EPG Wealth Management's portfolio in Q3 2026, its #53 holding.
  • EPG Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • EPG Wealth Management's Blackstone position peaked at $2.36M in Q1 2026.
  • 1,467 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.