Greenwich Wealth Management’s Blackstone BX Stock Holding History

Greenwich 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	$4.82M	Sell	40,926 -850	-2%	-$102K	0.18%	68
2026 Q1	$4.8M	Sell	41,776 -115	-0.3%	-$15K	0.2%	67
2025 Q4	$6.46M	Buy	41,891 +785	+2%	+$119K	0.29%	54
2025 Q3	$7.02M	Hold	41,106	–	–	0.35%	40
2025 Q2	$6.15M	Buy	41,106 +95	+0.2%	+$13.1K	0.3%	41
2025 Q1	$5.73M	Sell	41,011 -121	-0.3%	-$19.6K	0.43%	34
2024 Q4	$7.09M	Buy	41,132 +7	+0%	+$1.22K	0.5%	32
2024 Q3	$6.3M	Hold	41,125	–	–	0.43%	32
2024 Q2	$5.09M	Buy	41,125 +399	+1%	+$49.1K	0.37%	35
2024 Q1	$5.35M	Hold	40,726	–	–	0.43%	34
2023 Q4	$5.33M	Buy	40,726 +10	+0%	+$1.08K	0.53%	30
2023 Q3	$4.36M	Sell	40,716 -12	-0%	-$1.25K	0.46%	32
2023 Q2	$3.79M	Hold	40,728	–	–	0.4%	43
2023 Q1	$3.58M	Sell	40,728 -341	-0.8%	-$30.1K	0.39%	42
2022 Q4	$3.05M	Sell	41,069 -276	-0.7%	-$23.8K	0.34%	44
2022 Q3	$3.46M	Buy	41,345 +212	+0.5%	+$20.5K	0.37%	39
2022 Q2	$3.75M	Sell	41,133 -83	-0.2%	-$8.96K	0.5%	35
2022 Q1	$5.23M	Buy	41,216 +374	+0.9%	+$45.6K	0.53%	26
2021 Q4	$5.29M	Buy	40,842 +234	+0.6%	+$31.2K	0.43%	27
2021 Q3	$4.72M	Hold	40,608	–	–	0.39%	29
2021 Q2	$3.94M	Hold	40,608	–	–	0.34%	38
2021 Q1	$3.03M	Hold	40,608	–	–	0.24%	46
2020 Q4	$2.63M	Hold	40,608	–	–	0.23%	50
2020 Q3	$2.12M	Hold	40,608	–	–	0.38%	51
2020 Q2	$2.3M	Sell	40,608 -43,500	-52%	-$2.29M	0.44%	43
2020 Q1	$3.83M	Hold	84,108	–	–	0.82%	26
2019 Q4	$4.71M	Hold	84,108	–	–	0.95%	23
2019 Q3	$4.11M	Hold	84,108	–	–	0.8%	27
2019 Q2	$3.74M	Hold	84,108	–	–	0.64%	32
2019 Q1	$2.94M	Hold	84,108	–	–	0.52%	38
2018 Q4	$2.51M	Hold	84,108	–	–	0.5%	39
2018 Q3	$3.2M	Hold	84,108	–	–	0.56%	40
2018 Q2	$2.71M	Hold	84,108	–	–	0.48%	41
2018 Q1	$2.69M	Hold	84,108	–	–	0.42%	41
2017 Q4	$2.69M	Hold	84,108	–	–	0.45%	41
2017 Q3	$2.81M	Sell	84,108 -10,301	-11%	-$339K	0.48%	38
2017 Q2	$3.15M	Hold	94,409	–	–	0.53%	40
2017 Q1	$2.8M	Hold	94,409	–	–	0.37%	42
2016 Q4	$2.55M	Buy	94,409 +149	+0.2%	+$3.87K	0.32%	45
2016 Q3	$2.41M	Hold	94,260	–	–	0.43%	49
2016 Q2	$2.31M	Hold	94,260	–	–	0.56%	43
2016 Q1	$2.64M	Sell	94,260 -33,840	-26%	-$894K	0.68%	36
2015 Q4	$3.75M	Sell	128,100 -2,434	-2%	-$77.6K	0.92%	26
2015 Q3	$4.06M	Sell	130,534 -149,691	-53%	-$5.41M	0.98%	29
2015 Q2	$11.2M	Sell	280,225 -76,425	-21%	-$3.14M	1.44%	21
2015 Q1	$13.6M	Hold	356,650	–	–	1.54%	21
2014 Q4	$11.8M	Hold	356,650	–	–	0.78%	27
2014 Q3	$11M	Hold	356,650	–	–	0.74%	29
2014 Q2	$11.7M	Hold	356,650	–	–	0.78%	30
2014 Q1	$11.6M	Hold	356,650	–	–	0.81%	29
2013 Q4	$11M	Hold	356,650	–	–	1.11%	35
2013 Q3	$8.71M	Hold	356,650	–	–	0.62%	44
2013 Q2	$7.37M	Buy	+356,650	New	+$7.42M	0.55%	49

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenwich Wealth Management's BX Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Blackstone (BX) stake by 2% in Q2 2026, selling an estimated $102K and leaving 40,926 shares worth $4.82M. The position accounts for 0.18% of the portfolio, ranked #68.

Greenwich Wealth Management first reported a position in BX in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.6M in Q1 2015. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Greenwich Wealth Management held 40,926 shares of Blackstone worth $4.82M as of Q2 2026.
Greenwich Wealth Management sold 850 Blackstone shares in Q2 2026, an estimated $102K.
Blackstone made up 0.18% of Greenwich Wealth Management's portfolio in Q2 2026, its #68 holding.
Greenwich Wealth Management first reported a position in Blackstone in Q2 2013 and has held it in 53 quarters since.
Greenwich Wealth Management's Blackstone position peaked at $13.6M in Q1 2015.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.