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Hedeker Wealth’s Blackstone BX Stock Holding History

Hedeker Wealth’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 		$6.98M Sell
59,284
-5,385
-8% -$647K 1.33% 28
2026
Q1 		$7.44M Buy
64,669
+23,106
+56% +$3.01M 1.57% 23
2025
Q4 		$6.41M Sell
41,563
-1,303
-3% -$198K 1.34% 27
2025
Q3 		$7.32M Buy
42,866
+817
+2% +$140K 1.52% 21
2025
Q2 		$6.29M Buy
42,049
+2,594
+7% +$356K 1.47% 23
2025
Q1 		$5.51M Buy
39,455
+113
+0.3% +$18.3K 1.48% 24
2024
Q4 		$6.78M Buy
39,342
+83
+0.2% +$14.5K 1.69% 18
2024
Q3 		$6.01M Buy
39,259
+733
+2% +$102K 1.59% 22
2024
Q2 		$4.77M Sell
38,526
-2,014
-5% -$248K 1.38% 26
2024
Q1 		$5.33M Buy
40,540
+1,077
+3% +$135K 1.53% 21
2023
Q4 		$5.17M Buy
39,463
+3,314
+9% +$359K 1.63% 20
2023
Q3 		$3.87M Sell
36,149
-4,139
-10% -$431K 1.34% 30
2023
Q2 		$3.75M Buy
40,288
+9,183
+30% +$793K 1.25% 28
2023
Q1 		$2.73M Buy
31,105
+6,628
+27% +$585K 0.97% 49
2022
Q4 		$1.82M Buy
24,477
+7,389
+43% +$638K 0.68% 60
2022
Q3 		$1.43M Buy
+17,088
New +$1.65M 0.56% 67

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

Hedeker Wealth's BX Position: Q2 2026 in Review

Hedeker Wealth reduced its Blackstone (BX) stake by 8.3% in Q2 2026, selling an estimated $647K and leaving 59,284 shares worth $6.98M. The position accounts for 1.33% of the portfolio, ranked #28.

Hedeker Wealth first reported a position in BX in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.44M in Q1 2026. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Hedeker Wealth held 59,284 shares of Blackstone worth $6.98M as of Q2 2026.
  • Hedeker Wealth sold 5,385 Blackstone shares in Q2 2026, an estimated $647K.
  • Blackstone made up 1.33% of Hedeker Wealth's portfolio in Q2 2026, its #28 holding.
  • Hedeker Wealth first reported a position in Blackstone in Q3 2022 and has held it in 16 quarters since.
  • Hedeker Wealth's Blackstone position peaked at $7.44M in Q1 2026.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.