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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
Q2 		$537K Buy
4,561
+238
+6% +$28.6K 0.17% 110
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 $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 $3.38T AUM 44.17% 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

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

Forefront Wealth Partners increased its Blackstone (BX) stake by 5.5% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,561 shares worth $537K. The position accounts for 0.17% of the portfolio, ranked #110.

Forefront Wealth Partners first reported a position in BX in Q3 2025 and has held it in 3 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Forefront Wealth Partners held 4,561 shares of Blackstone worth $537K as of Q2 2026.
  • Forefront Wealth Partners bought 238 Blackstone shares in Q2 2026, an estimated $28.6K.
  • Blackstone made up 0.17% of Forefront Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Forefront Wealth Partners first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.