EWM
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Evermay Wealth Management’s Blackstone BX Stock Holding History

Evermay 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 		$260K Hold
2,210
– – 0.03% 182
2026
Q1 		$254K Hold
2,210
– – 0.03% 173
2025
Q4 		$341K Sell
2,210
-104
-4% -$15.8K 0.04% 153
2025
Q3 		$395K Hold
2,314
– – 0.05% 147
2025
Q2 		$346K Hold
2,314
– – 0.04% 152
2025
Q1 		$323K Hold
2,314
– – 0.04% 154
2024
Q4 		$399K Hold
2,314
– – 0.06% 138
2024
Q3 		$354K Sell
2,314
-40
-2% -$5.55K 0.06% 146
2024
Q2 		$291K Sell
2,354
-296
-11% -$36.4K 0.05% 166
2024
Q1 		$348K Buy
2,650
+18
+0.7% +$2.25K 0.05% 160
2023
Q4 		$345K Sell
2,632
-3
-0.1% -$325 0.06% 134
2023
Q3 		$282K Buy
2,635
+50
+2% +$5.21K 0.06% 133
2023
Q2 		$240K Hold
2,585
– – 0.05% 158
2023
Q1 		$227K Buy
2,585
+75
+3% +$6.63K 0.05% 160
2022
Q4 		$186K Sell
2,510
-55
-2% -$4.75K 0.04% 173
2022
Q3 		$215K Buy
2,565
+345
+16% +$33.4K 0.04% 155
2022
Q2 		$203K Buy
2,220
+220
+11% +$23.8K 0.04% 157
2022
Q1 		$254K Hold
2,000
– – 0.04% 165
2021
Q4 		$259K Hold
2,000
– – 0.05% 151
2021
Q3 		$233K Sell
2,000
-44
-2% -$5.11K 0.05% 149
2021
Q2 		$199K Buy
+2,044
New +$182K 0.04% 174

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

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

Evermay Wealth Management held its Blackstone (BX) position steady in Q2 2026 at 2,210 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #182.

Evermay Wealth Management first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $399K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Evermay Wealth Management held 2,210 shares of Blackstone worth $260K as of Q2 2026.
  • Evermay Wealth Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Evermay Wealth Management first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Blackstone position peaked at $399K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.