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Leo Wealth LLC’s Blackstone BX Stock Holding History

Leo Wealth LLC’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 		$623K Buy
5,419
+399
+8% +$51.9K 0.05% 235
2025
Q4 		$774K Buy
5,020
+1,172
+30% +$178K 0.06% 204
2025
Q3 		$657K Sell
3,848
-1,267
-25% -$217K 0.09% 153
2025
Q2 		$765K Buy
5,115
+539
+12% +$74.1K 0.06% 194
2025
Q1 		$640K Sell
4,576
-2,465
-35% -$400K 0.09% 157
2024
Q4 		$1.21M Buy
7,041
+557
+9% +$97K 0.11% 135
2024
Q3 		$993K Buy
6,484
+144
+2% +$20K 0.09% 156
2024
Q2 		$781K Buy
6,340
+274
+5% +$33.7K 0.08% 170
2024
Q1 		$796K Buy
6,066
+186
+3% +$23.2K 0.08% 168
2023
Q4 		$755K Buy
+5,880
New +$636K 0.08% 163

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Leo Wealth LLC's BX Position: Q1 2026 in Review

Leo Wealth LLC increased its Blackstone (BX) stake by 7.9% in Q1 2026, buying an estimated $51.9K and bringing the position to 5,419 shares worth $623K. The position accounts for 0.05% of the portfolio, ranked #235.

Leo Wealth LLC first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Leo Wealth LLC held 5,419 shares of Blackstone worth $623K as of Q1 2026.
  • Leo Wealth LLC bought 399 Blackstone shares in Q1 2026, an estimated $51.9K.
  • Blackstone made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #235 holding.
  • Leo Wealth LLC first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Blackstone position peaked at $1.21M in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.