GKWIM
BX icon

Gerber Kawasaki Wealth & Investment Management’s Blackstone BX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q2 		– Sell
-20
Closed -$38K – 262
2021
Q1 		$38K Hold
20
– – ﹤0.01% 219
2020
Q4 		$22K Hold
20
– – ﹤0.01% 178
2020
Q3 		$8K Hold
20
– – ﹤0.01% 128
2020
Q2 		$16K Buy
+20
New +$1.05K ﹤0.01% 134

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BX Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Blackstone (BX) stake by 4.7% in Q2 2026, selling an estimated $208K and leaving 35,012 shares worth $4.12M. The position accounts for 0.11% of the portfolio, ranked #96.

Gerber Kawasaki Wealth & Investment Management first reported a position in BX in Q4 2015 and has held it in 43 quarters since. The position peaked at $15M in Q1 2022. 1,662 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 35,012 shares of Blackstone worth $4.12M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,730 Blackstone shares in Q2 2026, an estimated $208K.
  • Blackstone made up 0.11% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #96 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Blackstone in Q4 2015 and has held it in 43 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Blackstone position peaked at $15M in Q1 2022.
  • 1,662 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.