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Marshall Financial Group (Maryland)’s Blackstone BX Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.23M Buy
10,422
+6,876
+194% +$826K 0.18% 103
2026
Q1 		$408K Buy
3,546
+175
+5% +$22.8K 0.07% 212
2025
Q4 		$520K Sell
3,371
-5
-0.1% -$760 0.1% 199
2025
Q3 		$577K Sell
3,376
-1
-0% -$171 0.11% 180
2025
Q2 		$517K Sell
3,377
-31
-0.9% -$4.26K 0.1% 184
2025
Q1 		$476K Buy
3,408
+54
+2% +$8.77K 0.1% 165
2024
Q4 		$578K Buy
3,354
+13
+0.4% +$2.27K 0.14% 145
2024
Q3 		$512K Sell
3,341
-9
-0.3% -$1.25K 0.12% 155
2024
Q2 		$415K Sell
3,350
-3
-0.1% -$369 0.12% 134
2024
Q1 		$440K Sell
3,353
-2
-0.1% -$250 0.13% 132
2023
Q4 		$439K Hold
3,355
– – 0.14% 132
2023
Q3 		$359K Sell
3,355
-7
-0.2% -$729 0.13% 137
2023
Q2 		$313K Sell
3,362
-21
-0.6% -$1.81K 0.11% 143
2023
Q1 		$297K Sell
3,383
-8
-0.2% -$707 0.11% 149
2022
Q4 		$252K Buy
3,391
+28
+0.8% +$2.42K 0.1% 152
2022
Q3 		$281K Buy
3,363
+60
+2% +$5.81K 0.12% 149
2022
Q2 		$301K Buy
3,303
+610
+23% +$65.9K 0.12% 149
2022
Q1 		$342K Sell
2,693
-1,500
-36% -$183K 0.14% 159
2021
Q4 		$543K Hold
4,193
– – 0.2% 146
2021
Q3 		$488K Buy
4,193
+2,000
+91% +$232K 0.25% 123
2021
Q2 		$213K Buy
+2,193
New +$195K 0.12% 161

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

Marshall Financial Group (Maryland)'s BX Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Blackstone (BX) stake by 194% in Q2 2026, buying an estimated $826K and bringing the position to 10,422 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #103.

Marshall Financial Group (Maryland) first reported a position in BX in Q2 2021 and has held it in 21 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Marshall Financial Group (Maryland) held 10,422 shares of Blackstone worth $1.23M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 6,876 Blackstone shares in Q2 2026, an estimated $826K.
  • Blackstone made up 0.18% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #103 holding.
  • Marshall Financial Group (Maryland) first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.