HWM
BX icon

HighMark Wealth Management’s Blackstone BX Stock Holding History

HighMark 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 		$2.33K Buy
20
+7
+54% +$911 ﹤0.01% 446
2025
Q4 		$2K Buy
+13
New +$1.98K ﹤0.01% 480
2024
Q2 		– Sell
-22
Closed -$2.89K – 593
2024
Q1 		$2.89K Buy
22
+14
+175% +$1.75K ﹤0.01% 433
2023
Q4 		$1.05K Hold
8
– – ﹤0.01% 507
2023
Q3 		$857 Hold
8
– – ﹤0.01% 510
2023
Q2 		$744 Hold
8
– – ﹤0.01% 516
2023
Q1 		$703 Sell
8
-3
-27% -$265 ﹤0.01% 554
2022
Q4 		$816 Hold
11
– – ﹤0.01% 487
2022
Q3 		$1K Hold
11
– – ﹤0.01% 461
2022
Q2 		$1K Sell
11
-2
-15% -$216 ﹤0.01% 462
2022
Q1 		$2K Buy
+13
New +$1.59K ﹤0.01% 434

Other funds holding BX

BlackRock
BlackRock New York $5.7T 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 $1.47T 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