Evolve Private Wealth’s Blackstone BX Stock Holding History

Evolve Private 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	-18,802	Closed	-$2.16M	–	1028
2026 Q1	$2.16M	Buy	18,802 +10,903	+138%	+$1.42M	0.12%	171
2025 Q4	$1.22M	Buy	+7,899	New	+$1.2M	0.07%	253

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolve Private Wealth's BX Position: Q2 2026 in Review

Evolve Private Wealth sold out of Blackstone (BX) in Q2 2026, closing a stake of 18,802 shares — an estimated $2.16M sold.

Evolve Private Wealth first reported a position in BX in Q4 2025 and held it in 2 quarters. The position peaked at $2.16M in Q1 2026. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Evolve Private Wealth reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 18,802 Blackstone shares in Q2 2026, an estimated $2.16M.
Evolve Private Wealth first reported a position in Blackstone in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Blackstone position peaked at $2.16M in Q1 2026.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.