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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 		– Sell
-5,300
Closed -$609K – 1728
2026
Q1 		$609K Hold
5,300
– – ﹤0.01% 886
2025
Q4 		$817K Hold
5,300
– – 0.01% 701
2025
Q3 		$906K Hold
5,300
– – 0.01% 642
2025
Q2 		$793K Hold
5,300
– – 0.01% 602
2025
Q1 		$741K Buy
+5,300
New +$860K 0.01% 630

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 $3.38T AUM 44.17% 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. 2,164 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.
  • 2,164 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.