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Integrated Wealth Concepts’s Blackstone BX Stock Holding History

Integrated Wealth Concepts’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 		$7.15M Sell
60,802
-2,188
-3% -$263K 0.05% 374
2026
Q1 		$7.24M Buy
62,990
+35,246
+127% +$4.59M 0.06% 312
2025
Q4 		$4.28M Sell
27,744
-26,492
-49% -$4.03M 0.05% 329
2025
Q3 		$9.27M Buy
54,236
+5,598
+12% +$959K 0.08% 231
2025
Q2 		$7.28M Sell
48,638
-3,102
-6% -$426K 0.07% 259
2025
Q1 		$7.23M Buy
51,740
+18,396
+55% +$2.99M 0.08% 240
2024
Q4 		$5.75M Buy
33,344
+2,673
+9% +$466K 0.07% 268
2024
Q3 		$4.7M Buy
30,671
+326
+1% +$45.2K 0.06% 299
2024
Q2 		$3.76M Sell
30,345
-308
-1% -$37.9K 0.05% 328
2024
Q1 		$4.03M Buy
30,653
+2,311
+8% +$289K 0.06% 305
2023
Q4 		$3.71M Sell
28,342
-7,139
-20% -$772K 0.06% 296
2023
Q3 		$3.8M Sell
35,481
-7,704
-18% -$802K 0.07% 276
2023
Q2 		$4.01M Buy
43,185
+1,906
+5% +$165K 0.07% 264
2023
Q1 		$3.63M Buy
41,279
+8,204
+25% +$725K 0.07% 245
2022
Q4 		$2.45M Sell
33,075
-3,577
-10% -$309K 0.07% 277
2022
Q3 		$3.07M Sell
36,652
-1,447
-4% -$140K 0.1% 202
2022
Q2 		$3.48M Buy
38,099
+8,290
+28% +$895K 0.11% 181
2022
Q1 		$3.78M Sell
29,809
-197
-0.7% -$24K 0.12% 163
2021
Q4 		$3.88M Buy
30,006
+5,682
+23% +$758K 0.12% 155
2021
Q3 		$2.83M Buy
24,324
+12,509
+106% +$1.45M 0.09% 191
2021
Q2 		$1.15M Buy
11,815
+2,181
+23% +$194K 0.04% 324
2021
Q1 		$718K Sell
9,634
-116
-1% -$8.01K 0.03% 375
2020
Q4 		$632K Buy
9,750
+136
+1% +$7.92K 0.03% 357
2020
Q3 		$502K Buy
9,614
+1,192
+14% +$63.8K 0.03% 344
2020
Q2 		$477K Buy
8,422
+1,544
+22% +$81.3K 0.03% 297
2020
Q1 		$313K Sell
6,878
-948
-12% -$52.4K 0.03% 305
2019
Q4 		$438K Buy
+7,826
New +$406K 0.04% 296

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's BX Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Blackstone (BX) stake by 3.5% in Q2 2026, selling an estimated $263K and leaving 60,802 shares worth $7.15M. The position accounts for 0.05% of the portfolio, ranked #374.

Integrated Wealth Concepts first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.27M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Integrated Wealth Concepts held 60,802 shares of Blackstone worth $7.15M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,188 Blackstone shares in Q2 2026, an estimated $263K.
  • Blackstone made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #374 holding.
  • Integrated Wealth Concepts first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Integrated Wealth Concepts's Blackstone position peaked at $9.27M in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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