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HB Wealth Management’s Blackstone BX Stock Holding History

HB 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 		$5.99M Buy
50,885
+2,747
+6% +$330K 0.03% 250
2026
Q1 		$5.54M Sell
48,138
-3,855
-7% -$502K 0.04% 244
2025
Q4 		$8.01M Buy
51,993
+4,396
+9% +$668K 0.05% 186
2025
Q3 		$8.13M Buy
47,597
+6,503
+16% +$1.11M 0.06% 185
2025
Q2 		$6.15M Buy
41,094
+3,084
+8% +$424K 0.05% 196
2025
Q1 		$5.31M Buy
38,010
+12,364
+48% +$2.01M 0.04% 220
2024
Q4 		$4.42M Sell
25,646
-293
-1% -$51K 0.05% 178
2024
Q3 		$3.97M Buy
25,939
+1,352
+5% +$188K 0.04% 179
2024
Q2 		$3.04M Buy
24,587
+1,113
+5% +$137K 0.04% 202
2024
Q1 		$3.08M Buy
23,474
+945
+4% +$118K 0.04% 189
2023
Q4 		$2.95M Buy
22,529
+665
+3% +$71.9K 0.04% 180
2023
Q3 		$2.34M Sell
21,864
-140
-0.6% -$14.6K 0.04% 188
2023
Q2 		$2.05M Buy
22,004
+2,275
+12% +$197K 0.03% 197
2023
Q1 		$1.73M Sell
19,729
-107
-0.5% -$9.45K 0.03% 214
2022
Q4 		$1.47M Buy
19,836
+11,136
+128% +$962K 0.03% 236
2022
Q3 		$728K Sell
8,700
-8,365
-49% -$810K 0.02% 295
2022
Q2 		$1.56M Buy
17,065
+1,515
+10% +$164K 0.03% 201
2022
Q1 		$1.97M Buy
15,550
+8,227
+112% +$1M 0.04% 182
2021
Q4 		$948K Buy
+7,323
New +$976K 0.02% 244

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

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

HB Wealth Management increased its Blackstone (BX) stake by 5.7% in Q2 2026, buying an estimated $330K and bringing the position to 50,885 shares worth $5.99M. The position accounts for 0.03% of the portfolio, ranked #250.

HB Wealth Management first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.13M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • HB Wealth Management held 50,885 shares of Blackstone worth $5.99M as of Q2 2026.
  • HB Wealth Management bought 2,747 Blackstone shares in Q2 2026, an estimated $330K.
  • Blackstone made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #250 holding.
  • HB Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Blackstone position peaked at $8.13M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.