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Golden State Wealth Management’s Blackstone BX Stock Holding History

Golden State 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 		$5.76M Sell
48,980
-1,834
-4% -$220K 0.53% 35
2026
Q1 		$5.84M Buy
50,814
+106
+0.2% +$13.8K 0.64% 26
2025
Q4 		$7.82M Buy
50,708
+247
+0.5% +$37.5K 0.83% 24
2025
Q3 		$8.62M Sell
50,461
-4,324
-8% -$741K 0.95% 23
2025
Q2 		$8.19M Sell
54,785
-3,320
-6% -$456K 1% 20
2025
Q1 		$8.12M Sell
58,105
-167
-0.3% -$27.1K 1.21% 18
2024
Q4 		$10M Buy
+58,272
New +$10.2M 1.51% 14
2022
Q1 		$8.45M Sell
66,583
-1,921
-3% -$234K 1.66% 11
2021
Q4 		$8.86M Buy
68,504
+3,469
+5% +$463K 1.53% 12
2021
Q3 		$7.57M Buy
65,035
+538
+0.8% +$62.4K 1.65% 11
2021
Q2 		$6.26M Buy
64,497
+1,710
+3% +$152K 1.38% 18
2021
Q1 		$4.68M Sell
62,787
-7,379
-11% -$509K 1.54% 15
2020
Q4 		$4.55M Buy
70,166
+6,843
+11% +$398K 1.32% 16
2020
Q3 		$3.31M Sell
63,323
-2,895
-4% -$155K 1.1% 19
2020
Q2 		$3.75M Buy
66,218
+19,105
+41% +$1.01M 1.2% 15
2020
Q1 		$2.15M Buy
+47,113
New +$2.61M 0.95% 22
2019
Q4 		– Sell
-47,174
Closed -$2.3M – 169
2019
Q3 		$2.3M Buy
47,174
+3,917
+9% +$191K 0.76% 26
2019
Q2 		$1.92M Buy
43,257
+6,674
+18% +$266K 0.61% 30
2019
Q1 		$1.28M Buy
+36,583
New +$1.22M 0.43% 51

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

Golden State Wealth Management's BX Position: Q2 2026 in Review

Golden State Wealth Management reduced its Blackstone (BX) stake by 3.6% in Q2 2026, selling an estimated $220K and leaving 48,980 shares worth $5.76M. The position accounts for 0.53% of the portfolio, ranked #35.

Golden State Wealth Management first reported a position in BX in Q1 2019 and has held it in 19 quarters since. The position peaked at $10M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Golden State Wealth Management held 48,980 shares of Blackstone worth $5.76M as of Q2 2026.
  • Golden State Wealth Management sold 1,834 Blackstone shares in Q2 2026, an estimated $220K.
  • Blackstone made up 0.53% of Golden State Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Golden State Wealth Management first reported a position in Blackstone in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Blackstone position peaked at $10M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.