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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HB Wealth Management's BX Position: Q1 2026 in Review

HB Wealth Management reduced its Blackstone (BX) stake by 7.4% in Q1 2026, selling an estimated $502K and leaving 48,138 shares worth $5.54M. The position accounts for 0.04% of the portfolio, ranked #244.

HB Wealth Management first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.13M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • HB Wealth Management held 48,138 shares of Blackstone worth $5.54M as of Q1 2026.
  • HB Wealth Management sold 3,855 Blackstone shares in Q1 2026, an estimated $502K.
  • Blackstone made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #244 holding.
  • HB Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Blackstone position peaked at $8.13M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.