Intentional Wealth Strategies’s Blackstone BX Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-29	Closed	-$3.33K	–	197
2026 Q1	$3.33K	Buy	+29	New	+$3.77K	﹤0.01%	564

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

Intentional Wealth Strategies's BX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Blackstone (BX) in Q2 2026, closing a stake of 29 shares — an estimated $3.33K sold.

Intentional Wealth Strategies first reported a position in BX in Q1 2026 and held it in 1 quarter. The position peaked at $3.33K in Q1 2026. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Intentional Wealth Strategies reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 29 Blackstone shares in Q2 2026, an estimated $3.33K.
Intentional Wealth Strategies first reported a position in Blackstone in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Blackstone position peaked at $3.33K in Q1 2026.
2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.