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Evergreen Wealth Solutions’s Blackstone BX Stock Holding History

Evergreen Wealth Solutions’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 		$1.31M Buy
8,754
+2,596
+42% +$312K 0.07% 176
2026
Q1 		$708K Buy
+6,158
New +$801K 0.05% 201

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

Evergreen Wealth Solutions's BX Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Blackstone (BX) stake by 42% in Q2 2026, buying an estimated $312K and bringing the position to 8,754 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #176.

Evergreen Wealth Solutions first reported a position in BX in Q1 2026 and has held it in 2 quarters since. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Evergreen Wealth Solutions held 8,754 shares of Blackstone worth $1.31M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,596 Blackstone shares in Q2 2026, an estimated $312K.
  • Blackstone made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #176 holding.
  • Evergreen Wealth Solutions first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.