Focus Partners Wealth
BX icon

Focus Partners Wealth’s Blackstone BX Stock Holding History

Focus Partners 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 		$197M Sell
1,675,214
-835,314
-33% -$100M 0.2% 102
2026
Q1 		$289M Buy
2,510,528
+1,186,360
+90% +$154M 0.32% 72
2025
Q4 		$204M Buy
1,324,168
+1,094,307
+476% +$166M 0.23% 91
2025
Q3 		$39.3M Buy
229,861
+15,322
+7% +$2.63M 0.06% 254
2025
Q2 		$32.1M Buy
214,539
+7,283
+4% +$1M 0.07% 260
2025
Q1 		$29M Sell
207,256
-4,036
-2% -$655K 0.07% 258
2024
Q4 		$36.4M Sell
211,292
-456,170
-68% -$79.5M 0.09% 206
2024
Q3 		$34.4M Buy
667,462
+613,365
+1,134% +$85.1M 0.11% 187
2024
Q2 		$6.7M Buy
54,097
+3,388
+7% +$417K 0.02% 445
2024
Q1 		$6.66M Buy
50,709
+39,967
+372% +$4.99M 0.05% 275
2023
Q4 		$1.41M Buy
+10,742
New +$1.16M 0.02% 400

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

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

Focus Partners Wealth reduced its Blackstone (BX) stake by 33% in Q2 2026, selling an estimated $100M and leaving 1,675,214 shares worth $197M. The position accounts for 0.2% of the portfolio, ranked #102.

Focus Partners Wealth first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $289M in Q1 2026. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Focus Partners Wealth held 1,675,214 shares of Blackstone worth $197M as of Q2 2026.
  • Focus Partners Wealth sold 835,314 Blackstone shares in Q2 2026, an estimated $100M.
  • Blackstone made up 0.2% of Focus Partners Wealth's portfolio in Q2 2026, its #102 holding.
  • Focus Partners Wealth first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Blackstone position peaked at $289M in Q1 2026.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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