EW
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Evoke Wealth’s Blackstone BX Stock Holding History

Evoke Wealth’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 		– Sell
-9,668
Closed -$1.11M – 95
2026
Q1 		$1.11M Buy
9,668
+2,907
+43% +$378K 0.02% 267
2025
Q4 		$1.04M Buy
6,761
+2,374
+54% +$361K 0.02% 260
2025
Q3 		$750K Buy
4,387
+1,776
+68% +$304K 0.02% 289
2025
Q2 		$391K Sell
2,611
-1,151
-31% -$158K 0.01% 396
2025
Q1 		$526K Buy
3,762
+22
+0.6% +$3.57K 0.01% 268
2024
Q4 		$645K Hold
3,740
– – 0.02% 226
2024
Q3 		$573K Buy
+3,740
New +$519K 0.02% 239
2024
Q2 		– Sell
-3,326
Closed -$437K – 138
2024
Q1 		$437K Buy
+3,326
New +$415K 0.01% 271
2023
Q4 		– Sell
-2,090
Closed -$224K – 128
2023
Q3 		$224K Buy
+2,090
New +$218K 0.01% 336
2023
Q2 		– Sell
-3,022
Closed -$265K – 367
2023
Q1 		$265K Sell
3,022
-2,029
-40% -$179K 0.01% 293
2022
Q4 		$375K Buy
5,051
+3,051
+153% +$263K 0.01% 250
2022
Q3 		$167K Hold
2,000
– – 0.01% 349
2022
Q2 		$182K Hold
2,000
– – 0.01% 323
2022
Q1 		$254K Buy
2,000
+1,200
+150% +$146K 0.01% 309
2021
Q4 		$104K Hold
800
– – ﹤0.01% 439
2021
Q3 		$93K Buy
800
+375
+88% +$43.5K ﹤0.01% 433
2021
Q2 		$41K Buy
425
+40
+10% +$3.55K ﹤0.01% 546
2021
Q1 		$29K Hold
385
– – ﹤0.01% 523
2020
Q4 		$25K Buy
+385
New +$22.4K ﹤0.01% 465
2019
Q4 		– Sell
-400
Closed -$19.5K – 1280
2019
Q3 		$19.5K Buy
+400
New +$19.5K ﹤0.01% 666

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

Evoke Wealth's BX Position: Q2 2026 in Review

Evoke Wealth sold out of Blackstone (BX) in Q2 2026, closing a stake of 9,668 shares — an estimated $1.11M sold.

Evoke Wealth first reported a position in BX in Q3 2019 and held it in 20 quarters. The position peaked at $1.11M in Q1 2026. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Evoke Wealth reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 9,668 Blackstone shares in Q2 2026, an estimated $1.11M.
  • Evoke Wealth first reported a position in Blackstone in Q3 2019 and held it in 20 quarters.
  • Evoke Wealth's Blackstone position peaked at $1.11M in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.