Mascoma Wealth Management’s Blackstone BX Stock Holding History

Mascoma 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	$10.2K	Hold	87	–	–	﹤0.01%	322
2026 Q1	$10K	Buy	87 +10	+13%	+$1.3K	﹤0.01%	321
2025 Q4	$11.9K	Buy	77 +11	+17%	+$1.67K	﹤0.01%	303
2025 Q3	$11.3K	Hold	66	–	–	﹤0.01%	317
2025 Q2	$9.87K	Hold	66	–	–	﹤0.01%	323
2025 Q1	$9.22K	Hold	66	–	–	﹤0.01%	339
2024 Q4	$11.4K	Hold	66	–	–	﹤0.01%	335
2024 Q3	$10.1K	Hold	66	–	–	﹤0.01%	327
2024 Q2	$8.17K	Hold	66	–	–	﹤0.01%	354
2024 Q1	$8.67K	Hold	66	–	–	﹤0.01%	331
2023 Q4	$8.64K	Hold	66	–	–	﹤0.01%	332
2023 Q3	$7.07K	Hold	66	–	–	﹤0.01%	355
2023 Q2	$6.85K	Sell	66 -344	-84%	-$29.7K	﹤0.01%	357
2023 Q1	$36.6K	Sell	410 -60	-13%	-$5.3K	0.01%	267
2022 Q4	$34.9K	Hold	470	–	–	0.01%	274
2022 Q3	$39K	Hold	470	–	–	0.01%	260
2022 Q2	$43K	Hold	470	–	–	0.01%	258
2022 Q1	$60K	Hold	470	–	–	0.02%	239
2021 Q4	$61K	Hold	470	–	–	0.02%	203
2021 Q3	$55K	Buy	+470	New	+$54.5K	0.02%	192
2021 Q2	–	Sell	-410	Closed	-$31K	–	152
2021 Q1	$31K	Buy	+410	New	+$28.3K	0.01%	256

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

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

Mascoma Wealth Management held its Blackstone (BX) position steady in Q2 2026 at 87 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Mascoma Wealth Management first reported a position in BX in Q1 2021 and has held it in 21 quarters since. The position peaked at $61K in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Mascoma Wealth Management held 87 shares of Blackstone worth $10.2K as of Q2 2026.
Mascoma Wealth Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #322 holding.
Mascoma Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's Blackstone position peaked at $61K in Q4 2021.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.