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Fonville Wealth Management’s Blackstone BX Stock Holding History

Fonville 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 		– Sell
-2,055
Closed -$236K – 149
2026
Q1 		$236K Sell
2,055
-74
-3% -$9.63K 0.05% 126
2025
Q4 		$328K Buy
2,129
+59
+3% +$8.97K 0.07% 101
2025
Q3 		$354K Hold
2,070
– – 0.08% 99
2025
Q2 		$310K Hold
2,070
– – 0.08% 100
2025
Q1 		$289K Hold
2,070
– – 0.09% 97
2024
Q4 		$357K Hold
2,070
– – 0.12% 81
2024
Q3 		$317K Buy
2,070
+219
+12% +$30.4K 0.11% 90
2024
Q2 		$229K Buy
+1,851
New +$228K 0.09% 90

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

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

Fonville Wealth Management sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,055 shares — an estimated $236K sold.

Fonville Wealth Management first reported a position in BX in Q2 2024 and held it in 8 quarters. The position peaked at $357K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Fonville Wealth Management reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Fonville Wealth Management sold 2,055 Blackstone shares in Q2 2026, an estimated $236K.
  • Fonville Wealth Management first reported a position in Blackstone in Q2 2024 and held it in 8 quarters.
  • Fonville Wealth Management's Blackstone position peaked at $357K in Q4 2024.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.