LeClair Wealth Partners’s Blackstone BX Stock Holding History

LeClair Wealth Partners’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	$395K	Buy	+3,353	New	+$403K	0.2%	77
2026 Q1	–	Sell	-3,258	Closed	-$502K	–	118
2025 Q4	$502K	Hold	3,258	–	–	0.29%	55
2025 Q3	$557K	Hold	3,258	–	–	0.35%	45
2025 Q2	$487K	Sell	3,258 -1	-0%	-$137	0.33%	53
2025 Q1	$456K	Sell	3,259 -59	-2%	-$9.58K	0.33%	59
2024 Q4	$572K	Buy	+3,318	New	+$578K	0.38%	50

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

LeClair Wealth Partners's BX Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Blackstone (BX) in Q2 2026: 3,353 shares worth $395K. The stake represents 0.2% of the portfolio and ranks #77 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in BX as recently as Q4 2025.

LeClair Wealth Partners first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $572K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

LeClair Wealth Partners held 3,353 shares of Blackstone worth $395K as of Q2 2026.
Blackstone was a new LeClair Wealth Partners position in Q2 2026.
Blackstone made up 0.2% of LeClair Wealth Partners's portfolio in Q2 2026, its #77 holding.
LeClair Wealth Partners first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's Blackstone position peaked at $572K in Q4 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.