EP
BX icon

Essential Partners’s Blackstone BX Stock Holding History

Essential Partners’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 		$34.6K Sell
294
-177
-38% -$21.3K 0.02% 711
2026
Q1 		$54.2K Buy
471
+337
+251% +$43.8K 0.02% 582
2025
Q4 		$20.7K Buy
134
+38
+40% +$5.78K 0.01% 892
2025
Q3 		$16.4K Buy
96
+2
+2% +$343 0.01% 964
2025
Q2 		$14.1K Buy
+94
New +$12.9K 0.01% 760

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

Essential Partners's BX Position: Q2 2026 in Review

Essential Partners reduced its Blackstone (BX) stake by 38% in Q2 2026, selling an estimated $21.3K and leaving 294 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #711.

Essential Partners first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $54.2K in Q1 2026. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Essential Partners held 294 shares of Blackstone worth $34.6K as of Q2 2026.
  • Essential Partners sold 177 Blackstone shares in Q2 2026, an estimated $21.3K.
  • Blackstone made up 0.02% of Essential Partners's portfolio in Q2 2026, its #711 holding.
  • Essential Partners first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Blackstone position peaked at $54.2K in Q1 2026.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.