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Flatrock Wealth Partners’s Blackstone BX Stock Holding History

Flatrock Wealth Partners’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 		$288K Sell
2,449
-132
-5% -$15.9K 0.11% 121
2026
Q1 		$297K Buy
2,581
+58
+2% +$7.55K 0.13% 104
2025
Q4 		$389K Buy
+2,523
New +$383K 0.19% 76

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

Flatrock Wealth Partners's BX Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its Blackstone (BX) stake by 5.1% in Q2 2026, selling an estimated $15.9K and leaving 2,449 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #121.

Flatrock Wealth Partners first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Flatrock Wealth Partners held 2,449 shares of Blackstone worth $288K as of Q2 2026.
  • Flatrock Wealth Partners sold 132 Blackstone shares in Q2 2026, an estimated $15.9K.
  • Blackstone made up 0.11% of Flatrock Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Flatrock Wealth Partners first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's Blackstone position peaked at $389K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.