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Fourth Dimension Wealth’s Blackstone BX Stock Holding History

Fourth Dimension 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 		$58.8K Hold
500
– – 0.02% 252
2026
Q1 		$57.5K Hold
500
– – 0.02% 217
2025
Q4 		$77.1K Hold
500
– – 0.03% 197
2025
Q3 		$85.4K Hold
500
– – 0.03% 178
2025
Q2 		$74.8K Hold
500
– – 0.03% 188
2025
Q1 		$69.9K Hold
500
– – 0.03% 193
2024
Q4 		$86.2K Buy
+500
New +$87.1K 0.05% 167

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

Fourth Dimension Wealth's BX Position: Q2 2026 in Review

Fourth Dimension Wealth held its Blackstone (BX) position steady in Q2 2026 at 500 shares worth $58.8K. The position accounts for 0.02% of the portfolio, ranked #252.

Fourth Dimension Wealth first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.2K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Fourth Dimension Wealth held 500 shares of Blackstone worth $58.8K as of Q2 2026.
  • Fourth Dimension Wealth left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #252 holding.
  • Fourth Dimension Wealth first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Blackstone position peaked at $86.2K in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.