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Marion Wealth Management’s Blackstone BX Stock Holding History

Marion 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 		$2.57M Buy
21,842
+977
+5% +$117K 0.52% 47
2026
Q1 		$2.4M Buy
20,865
+4,506
+28% +$586K 0.53% 50
2025
Q4 		$2.46M Buy
16,359
+467
+3% +$71K 0.55% 46
2025
Q3 		$2.72M Sell
15,892
-11
-0.1% -$1.89K 0.64% 41
2025
Q2 		$2.38M Buy
15,903
+454
+3% +$62.4K 0.6% 44
2025
Q1 		$2.16M Sell
15,449
-2,484
-14% -$403K 0.58% 46
2024
Q4 		$3.09M Sell
17,933
-278
-2% -$48.4K 0.82% 33
2024
Q3 		$2.79M Buy
18,211
+189
+1% +$26.2K 0.74% 36
2024
Q2 		$2.23M Buy
18,022
+179
+1% +$22K 0.66% 40
2024
Q1 		$2.34M Buy
17,843
+1,848
+12% +$231K 0.7% 39
2023
Q4 		$2.09M Sell
15,995
-181
-1% -$19.6K 0.67% 43
2023
Q3 		$1.73M Buy
16,176
+84
+0.5% +$8.75K 0.61% 41
2023
Q2 		$1.5M Buy
16,092
+318
+2% +$27.5K 0.53% 42
2023
Q1 		$1.39M Buy
15,774
+3,656
+30% +$323K 0.52% 43
2022
Q4 		$899K Buy
12,118
+2,701
+29% +$233K 0.38% 57
2022
Q3 		$788K Buy
9,417
+1,025
+12% +$99.3K 0.4% 51
2022
Q2 		$766K Buy
+8,392
New +$906K 0.4% 52

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

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

Marion Wealth Management increased its Blackstone (BX) stake by 4.7% in Q2 2026, buying an estimated $117K and bringing the position to 21,842 shares worth $2.57M. The position accounts for 0.52% of the portfolio, ranked #47.

Marion Wealth Management first reported a position in BX in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.09M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Marion Wealth Management held 21,842 shares of Blackstone worth $2.57M as of Q2 2026.
  • Marion Wealth Management bought 977 Blackstone shares in Q2 2026, an estimated $117K.
  • Blackstone made up 0.52% of Marion Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Marion Wealth Management first reported a position in Blackstone in Q2 2022 and has held it in 17 quarters since.
  • Marion Wealth Management's Blackstone position peaked at $3.09M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.