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Maltin Wealth Management’s Blackstone BX Stock Holding History

Maltin 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 		$334K Buy
2,842
+85
+3% +$10.2K 0.11% 107
2026
Q1 		$317K Buy
2,757
+751
+37% +$97.7K 0.12% 102
2025
Q4 		$309K Buy
2,006
+7
+0.4% +$1.06K 0.12% 105
2025
Q3 		$342K Buy
1,999
+4
+0.2% +$685 0.14% 96
2025
Q2 		$298K Buy
1,995
+5
+0.3% +$687 0.13% 98
2025
Q1 		$278K Buy
1,990
+6
+0.3% +$974 0.13% 108
2024
Q4 		$342K Buy
1,984
+4
+0.2% +$697 0.17% 99
2024
Q3 		$303K Buy
1,980
+4
+0.2% +$555 0.15% 95
2024
Q2 		$245K Sell
1,976
-380
-16% -$46.8K 0.13% 106
2024
Q1 		$310K Buy
2,356
+5
+0.2% +$624 0.17% 93
2023
Q4 		$308K Buy
2,351
+6
+0.3% +$649 0.2% 88
2023
Q3 		$251K Buy
2,345
+5
+0.2% +$521 0.18% 97
2023
Q2 		$218K Buy
2,340
+7
+0.3% +$605 0.15% 96
2023
Q1 		$205K Buy
+2,333
New +$206K 0.15% 99
2022
Q3 		– Sell
-2,312
Closed -$211K – 107
2022
Q2 		$211K Buy
2,312
+88
+4% +$9.5K 0.15% 106
2022
Q1 		$282K Buy
2,224
+7
+0.3% +$854 0.19% 95
2021
Q4 		$287K Buy
2,217
+124
+6% +$16.5K 0.17% 98
2021
Q3 		$244K Buy
+2,093
New +$243K 0.15% 98

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
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

Maltin Wealth Management's BX Position: Q2 2026 in Review

Maltin Wealth Management increased its Blackstone (BX) stake by 3.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,842 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #107.

Maltin Wealth Management first reported a position in BX in Q3 2021 and has held it in 18 quarters since. The position peaked at $342K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Maltin Wealth Management held 2,842 shares of Blackstone worth $334K as of Q2 2026.
  • Maltin Wealth Management bought 85 Blackstone shares in Q2 2026, an estimated $10.2K.
  • Blackstone made up 0.11% of Maltin Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Maltin Wealth Management first reported a position in Blackstone in Q3 2021 and has held it in 18 quarters since.
  • Maltin Wealth Management's Blackstone position peaked at $342K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.