FWI
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Facet Wealth Inc’s Blackstone BX Stock Holding History

Facet Wealth Inc’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 		$483K Buy
4,109
+1,217
+42% +$146K 0.01% 216
2026
Q1 		$332K Sell
2,892
-120
-4% -$15.6K 0.01% 236
2025
Q4 		$442K Buy
3,012
+31
+1% +$4.71K 0.01% 169
2025
Q3 		$509K Buy
2,981
+820
+38% +$140K 0.01% 114
2025
Q2 		$374K Buy
2,161
+503
+30% +$69.1K 0.01% 114
2025
Q1 		$226K Buy
1,658
+24
+1% +$3.9K 0.01% 127
2024
Q4 		$278K Sell
1,634
-84
-5% -$14.6K 0.01% 114
2024
Q3 		$289K Sell
1,718
-11
-0.6% -$1.53K 0.01% 114
2024
Q2 		$244K Sell
1,729
-10
-0.6% -$1.23K 0.01% 120
2024
Q1 		$211K Sell
1,739
-481
-22% -$60.1K 0.01% 116
2023
Q4 		$274K Buy
+2,220
New +$240K 0.01% 93

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

Facet Wealth Inc's BX Position: Q2 2026 in Review

Facet Wealth Inc increased its Blackstone (BX) stake by 42% in Q2 2026, buying an estimated $146K and bringing the position to 4,109 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #216.

Facet Wealth Inc first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $509K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Facet Wealth Inc held 4,109 shares of Blackstone worth $483K as of Q2 2026.
  • Facet Wealth Inc bought 1,217 Blackstone shares in Q2 2026, an estimated $146K.
  • Blackstone made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #216 holding.
  • Facet Wealth Inc first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Facet Wealth Inc's Blackstone position peaked at $509K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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