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Forefront Wealth Partners’s Blackstone BX Stock Holding History

Forefront 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
Q1 		$497K Buy
+4,323
New +$562K 0.21% 97
2025
Q4 		– Sell
-1,464
Closed -$250K – 148
2025
Q3 		$250K Buy
+1,464
New +$251K 0.06% 168

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forefront Wealth Partners's BX Position: Q1 2026 in Review

Forefront Wealth Partners opened a new position in Blackstone (BX) in Q1 2026: 4,323 shares worth $497K. The stake represents 0.21% of the portfolio and ranks #97 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in BX as recently as Q3 2025.

Forefront Wealth Partners first reported a position in BX in Q3 2025 and has held it in 2 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Forefront Wealth Partners held 4,323 shares of Blackstone worth $497K as of Q1 2026.
  • Blackstone was a new Forefront Wealth Partners position in Q1 2026.
  • Blackstone made up 0.21% of Forefront Wealth Partners's portfolio in Q1 2026, its #97 holding.
  • Forefront Wealth Partners first reported a position in Blackstone in Q3 2025 and has held it in 2 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.