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 Q2	$765K	Buy	6,498 +1,518	+30%	+$182K	0.15%	138
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 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

Legacy Capital Wealth Partners's BX Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Blackstone (BX) stake by 30% in Q2 2026, buying an estimated $182K and bringing the position to 6,498 shares worth $765K. The position accounts for 0.15% of the portfolio, ranked #138.

Legacy Capital Wealth Partners first reported a position in BX in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.91M in Q3 2023. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Legacy Capital Wealth Partners held 6,498 shares of Blackstone worth $765K as of Q2 2026.
Legacy Capital Wealth Partners bought 1,518 Blackstone shares in Q2 2026, an estimated $182K.
Blackstone made up 0.15% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #138 holding.
Legacy Capital Wealth Partners first reported a position in Blackstone in Q2 2023 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's Blackstone position peaked at $2.91M in Q3 2023.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.