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Laurel Oak Wealth Management’s Blackstone BX Stock Holding History

Laurel Oak 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 		$487K Buy
4,141
+4
+0.1% +$481 0.07% 208
2026
Q1 		$476K Sell
4,137
-37
-0.9% -$4.81K 0.08% 202
2025
Q4 		$643K Buy
+4,174
New +$634K 0.11% 154

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

Laurel Oak Wealth Management's BX Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Blackstone (BX) stake by 0.1% in Q2 2026, buying an estimated $481 and bringing the position to 4,141 shares worth $487K. The position accounts for 0.07% of the portfolio, ranked #208.

Laurel Oak Wealth Management first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $643K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Laurel Oak Wealth Management held 4,141 shares of Blackstone worth $487K as of Q2 2026.
  • Laurel Oak Wealth Management bought 4 Blackstone shares in Q2 2026, an estimated $481.
  • Blackstone made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Laurel Oak Wealth Management first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Blackstone position peaked at $643K in Q4 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.