Institute for Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.07M | Buy |
17,555
+61
| +0.3% | +$7.33K | 0.18% | 112 |
|
|
2026
Q1 | $2.01M | Buy |
17,494
+476
| +3% | +$61.9K | 0.21% | 105 |
|
|
2025
Q4 | $2.62M | Sell |
17,018
-724
| -4% | -$110K | 0.28% | 74 |
|
|
2025
Q3 | $3.03M | Buy |
17,742
+194
| +1% | +$33.2K | 0.32% | 60 |
|
|
2025
Q2 | $2.62M | Buy |
17,548
+235
| +1% | +$32.3K | 0.29% | 71 |
|
|
2025
Q1 | $2.42M | Buy |
17,313
+840
| +5% | +$136K | 0.31% | 72 |
|
|
2024
Q4 | $2.84M | Hold |
16,473
| – | – | 0.36% | 57 |
|
|
2024
Q3 | $2.52M | Sell |
16,473
-6
| -0% | -$832 | 0.32% | 67 |
|
|
2024
Q2 | $2.04M | Sell |
16,479
-173
| -1% | -$21.3K | 0.27% | 78 |
|
|
2024
Q1 | $2.19M | Sell |
16,652
-89
| -0.5% | -$11.1K | 0.28% | 73 |
|
|
2023
Q4 | $2.19M | Sell |
16,741
-503
| -3% | -$54.4K | 0.36% | 64 |
|
|
2023
Q3 | $1.85M | Sell |
17,244
-162
| -0.9% | -$16.9K | 0.33% | 74 |
|
|
2023
Q2 | $1.62M | Sell |
17,406
-93
| -0.5% | -$8.03K | 0.27% | 92 |
|
|
2023
Q1 | $1.54M | Sell |
17,499
-130
| -0.7% | -$11.5K | 0.29% | 86 |
|
|
2022
Q4 | $1.31M | Buy |
17,629
+321
| +2% | +$27.7K | 0.27% | 98 |
|
|
2022
Q3 | $1.45M | Hold |
17,308
| – | – | 0.33% | 79 |
|
|
2022
Q2 | $1.58M | Sell |
17,308
-269
| -2% | -$29.1K | 0.31% | 84 |
|
|
2022
Q1 | $2.23M | Buy |
17,577
+5
| +0% | +$610 | 0.36% | 63 |
|
|
2021
Q4 | $2.27M | Sell |
17,572
-3
| -0% | -$400 | 0.37% | 64 |
|
|
2021
Q3 | $2.04M | Buy |
17,575
+22
| +0.1% | +$2.55K | 0.36% | 67 |
|
|
2021
Q2 | $1.71M | Sell |
17,553
-220
| -1% | -$19.5K | 0.3% | 82 |
|
|
2021
Q1 | $1.32M | Buy |
17,773
+1,629
| +10% | +$112K | 0.25% | 104 |
|
|
2020
Q4 | $1.05M | Buy |
16,144
+1,929
| +14% | +$112K | 0.21% | 118 |
|
|
2020
Q3 | $742K | Hold |
14,215
| – | – | 0.17% | 155 |
|
|
2020
Q2 | $805K | Hold |
14,215
| – | – | 0.2% | 136 |
|
|
2020
Q1 | $648K | Buy |
14,215
+220
| +2% | +$12.2K | 0.2% | 141 |
|
|
2019
Q4 | $783K | Buy |
13,995
+54
| +0.4% | +$2.8K | 0.18% | 166 |
|
|
2019
Q3 | $681K | Buy |
+13,941
| New | +$680K | 0.17% | 176 |
|
|
2019
Q2 | – | Sell |
-17,469
| Closed | -$611K | – | 472 |
|
|
2019
Q1 | $611K | Buy |
17,469
+1
| +0% | +$33 | 0.13% | 207 |
|
|
2018
Q4 | $521K | Buy |
17,468
+1,184
| +7% | +$39.1K | 0.21% | 142 |
|
|
2018
Q3 | $629K | Hold |
16,284
| – | – | 0.21% | 142 |
|
|
2018
Q2 | $526K | Sell |
16,284
-573
| -3% | -$18.2K | 0.17% | 160 |
|
|
2018
Q1 | $518K | Buy |
16,857
+1,506
| +10% | +$51.3K | 0.15% | 188 |
|
|
2017
Q4 | $490K | Buy |
15,351
+2,739
| +22% | +$89.2K | 0.11% | 225 |
|
|
2017
Q3 | $419K | Buy |
12,612
+721
| +6% | +$23.7K | 0.14% | 196 |
|
|
2017
Q2 | $396K | Buy |
+11,891
| New | +$373K | 0.11% | 262 |
|
|
2013
Q3 | – | Sell |
-611
| Closed | -$13K | – | 73 |
|
|
2013
Q2 | $13K | Buy |
+611
| New | +$12.7K | 0.01% | 81 |
|
Other funds holding BX
Institute for Wealth Management's BX Position: Q2 2026 in Review
Institute for Wealth Management increased its Blackstone (BX) stake by 0.35% in Q2 2026, buying an estimated $7.33K and bringing the position to 17,555 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #112.
Institute for Wealth Management first reported a position in BX in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.03M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Institute for Wealth Management held 17,555 shares of Blackstone worth $2.07M as of Q2 2026.
- Institute for Wealth Management bought 61 Blackstone shares in Q2 2026, an estimated $7.33K.
- Blackstone made up 0.18% of Institute for Wealth Management's portfolio in Q2 2026, its #112 holding.
- Institute for Wealth Management first reported a position in Blackstone in Q2 2013 and has held it in 37 quarters since.
- Institute for Wealth Management's Blackstone position peaked at $3.03M in Q3 2025.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.