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Intrepid Financial Planning Group’s Blackstone BX Stock Holding History

Intrepid Financial Planning Group’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 		$1.43M Sell
12,178
-125
-1% -$15K 0.49% 47
2026
Q1 		$1.41M Sell
12,303
-325
-3% -$42.3K 0.57% 43
2025
Q4 		$1.95M Sell
12,628
-378
-3% -$57.4K 0.74% 33
2025
Q3 		$2.22M Sell
13,006
-264
-2% -$45.2K 0.85% 29
2025
Q2 		$1.98M Sell
13,270
-334
-2% -$45.9K 0.83% 28
2025
Q1 		$1.9M Sell
13,604
-324
-2% -$52.6K 0.88% 27
2024
Q4 		$2.4M Sell
13,928
-2,545
-15% -$443K 1.01% 25
2024
Q3 		$2.52M Sell
16,473
-645
-4% -$89.5K 1.08% 22
2024
Q2 		$2.12M Sell
17,118
-1,118
-6% -$138K 0.91% 27
2024
Q1 		$2.4M Sell
18,236
-25
-0.1% -$3.12K 1.03% 25
2023
Q4 		$2.39M Sell
18,261
-660
-3% -$71.4K 1.14% 23
2023
Q3 		$2.03M Sell
18,921
-543
-3% -$56.5K 1.05% 25
2023
Q2 		$1.81M Sell
19,464
-42
-0.2% -$3.63K 0.87% 33
2023
Q1 		$1.71M Sell
19,506
-670
-3% -$59.2K 0.86% 32
2022
Q4 		$1.5M Sell
20,176
-550
-3% -$47.5K 0.81% 33
2022
Q3 		$1.74M Sell
20,726
-229
-1% -$22.2K 0.99% 27
2022
Q2 		$1.91M Buy
+20,955
New +$2.26M 1.05% 27

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

Intrepid Financial Planning Group's BX Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Blackstone (BX) stake by 1% in Q2 2026, selling an estimated $15K and leaving 12,178 shares worth $1.43M. The position accounts for 0.49% of the portfolio, ranked #47.

Intrepid Financial Planning Group first reported a position in BX in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.52M in Q3 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Intrepid Financial Planning Group held 12,178 shares of Blackstone worth $1.43M as of Q2 2026.
  • Intrepid Financial Planning Group sold 125 Blackstone shares in Q2 2026, an estimated $15K.
  • Blackstone made up 0.49% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #47 holding.
  • Intrepid Financial Planning Group first reported a position in Blackstone in Q2 2022 and has held it in 17 quarters since.
  • Intrepid Financial Planning Group's Blackstone position peaked at $2.52M in Q3 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.