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 Q2	$2.4K	Hold	20	–	–	﹤0.01%	453
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	–	592
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HighMark Wealth Management held its Blackstone (BX) position steady in Q2 2026 at 20 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

HighMark Wealth Management first reported a position in BX in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.89K in Q1 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

HighMark Wealth Management held 20 shares of Blackstone worth $2.4K as of Q2 2026.
HighMark Wealth Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #453 holding.
HighMark Wealth Management first reported a position in Blackstone in Q1 2022 and has held it in 12 quarters since.
HighMark Wealth Management's Blackstone position peaked at $2.89K in Q1 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.