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Evolution Wealth Management’s Blackstone BX Stock Holding History

Evolution 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 		$72.7K Buy
618
+300
+94% +$36K 0.04% 256
2026
Q1 		$36.6K Hold
318
– – 0.03% 322
2025
Q4 		$49K Sell
318
-132
-29% -$20.1K 0.04% 251
2025
Q3 		$76.9K Buy
450
+41
+10% +$7.03K 0.08% 164
2025
Q2 		$61.2K Buy
+409
New +$56.2K 0.08% 158

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

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

Evolution Wealth Management increased its Blackstone (BX) stake by 94% in Q2 2026, buying an estimated $36K and bringing the position to 618 shares worth $72.7K. The position accounts for 0.04% of the portfolio, ranked #256.

Evolution Wealth Management first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $76.9K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Evolution Wealth Management held 618 shares of Blackstone worth $72.7K as of Q2 2026.
  • Evolution Wealth Management bought 300 Blackstone shares in Q2 2026, an estimated $36K.
  • Blackstone made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Evolution Wealth Management first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Blackstone position peaked at $76.9K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.