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Legacy Capital Wealth Partners’s Blackstone BX Stock Holding History

Legacy Capital 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
Q1 		$573K Buy
+4,980
New +$648K 0.12% 181
2025
Q1 		– Sell
-1,336
Closed -$230K – 353
2024
Q4 		$230K Sell
1,336
-51
-4% -$8.89K 0.06% 314
2024
Q3 		$212K Sell
1,387
-7,918
-85% -$1.1M 0.04% 335
2024
Q2 		$1.15M Buy
+9,305
New +$1.15M 0.29% 64
2024
Q1 		– Sell
-19,059
Closed -$2.5M – 148
2023
Q4 		$2.5M Sell
19,059
-8,088
-30% -$875K 0.71% 27
2023
Q3 		$2.91M Sell
27,147
-738
-3% -$76.8K 0.8% 21
2023
Q2 		$2.59M Buy
+27,885
New +$2.41M 2.15% 18

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return