ISWM
BX icon

Independent Solutions Wealth Management’s Blackstone BX Stock Holding History

Independent Solutions 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 		$2.48M Buy
21,114
+573
+3% +$68.8K 0.32% 87
2026
Q1 		$2.36M Buy
20,541
+173
+0.8% +$22.5K 0.35% 82
2025
Q4 		$3.14M Buy
20,368
+54
+0.3% +$8.21K 0.58% 57
2025
Q3 		$3.47M Buy
20,314
+865
+4% +$148K 0.62% 51
2025
Q2 		$2.91M Buy
19,449
+3,761
+24% +$517K 0.57% 55
2025
Q1 		$2.19M Sell
15,688
-91
-0.6% -$14.8K 0.49% 67
2024
Q4 		$2.72M Buy
15,779
+1,275
+9% +$222K 0.59% 48
2024
Q3 		$2.22M Buy
14,504
+425
+3% +$59K 0.5% 57
2024
Q2 		$1.74M Buy
14,079
+344
+3% +$42.3K 0.4% 74
2024
Q1 		$1.8M Sell
13,735
-815
-6% -$102K 0.43% 70
2023
Q4 		$1.9M Buy
14,550
+910
+7% +$98.5K 0.49% 61
2023
Q3 		$1.46M Buy
13,640
+438
+3% +$45.6K 0.38% 62
2023
Q2 		$1.23M Buy
13,202
+505
+4% +$43.6K 0.31% 74
2023
Q1 		$1.12M Buy
12,697
+73
+0.6% +$6.45K 0.33% 74
2022
Q4 		$937K Sell
12,624
-945
-7% -$81.6K 0.29% 86
2022
Q3 		$1.14M Sell
13,569
-636
-4% -$61.6K 0.37% 67
2022
Q2 		$1.3M Sell
14,205
-520
-4% -$56.2K 0.4% 65
2022
Q1 		$1.87M Buy
14,725
+233
+2% +$28.4K 0.44% 55
2021
Q4 		$1.88M Buy
14,492
+76
+0.5% +$10.1K 0.44% 58
2021
Q3 		$1.68M Buy
14,416
+319
+2% +$37K 0.42% 58
2021
Q2 		$1.37M Buy
14,097
+1,665
+13% +$148K 0.33% 73
2021
Q1 		$927K Buy
12,432
+1,987
+19% +$137K 0.25% 82
2020
Q4 		$677K Buy
10,445
+5,478
+110% +$319K 0.21% 93
2020
Q3 		$259K Buy
4,967
+725
+17% +$38.8K 0.1% 139
2020
Q2 		$240K Sell
4,242
-2,047
-33% -$108K 0.1% 136
2020
Q1 		$287K Hold
6,289
– – 0.16% 102
2019
Q4 		$352K Buy
+6,289
New +$326K 0.16% 115

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

Independent Solutions Wealth Management's BX Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Blackstone (BX) stake by 2.8% in Q2 2026, buying an estimated $68.8K and bringing the position to 21,114 shares worth $2.48M. The position accounts for 0.32% of the portfolio, ranked #87.

Independent Solutions Wealth Management first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.47M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Independent Solutions Wealth Management held 21,114 shares of Blackstone worth $2.48M as of Q2 2026.
  • Independent Solutions Wealth Management bought 573 Blackstone shares in Q2 2026, an estimated $68.8K.
  • Blackstone made up 0.32% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Independent Solutions Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Blackstone position peaked at $3.47M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.