Mattern Wealth Management’s Blackstone BX Stock Holding History

Mattern 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	$875K	Buy	7,437 +5,225	+236%	+$628K	0.14%	77
2026 Q1	$254K	Sell	2,212 -1	-0%	-$130	0.05%	134
2025 Q4	$341K	Hold	2,213	–	–	0.07%	115
2025 Q3	$378K	Hold	2,213	–	–	0.08%	105
2025 Q2	$331K	Buy	2,213 +60	+3%	+$8.24K	0.07%	118
2025 Q1	$301K	Sell	2,153 -75	-3%	-$12.2K	0.07%	129
2024 Q4	$384K	Hold	2,228	–	–	0.08%	121
2024 Q3	$341K	Sell	2,228 -500	-18%	-$69.4K	0.08%	132
2024 Q2	$338K	Sell	2,728 -1,003	-27%	-$123K	0.08%	131
2024 Q1	$490K	Buy	3,731 +6	+0.2%	+$749	0.12%	108
2023 Q4	$488K	Buy	3,725 +300	+9%	+$32.5K	0.13%	107
2023 Q3	$367K	Buy	3,425 +368	+12%	+$38.3K	0.11%	119
2023 Q2	$284K	Buy	3,057 +135	+5%	+$11.7K	0.08%	138
2023 Q1	$257K	Buy	+2,922	New	+$258K	0.09%	150

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 $3.38T AUM 44.17% 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

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

Mattern Wealth Management increased its Blackstone (BX) stake by 236% in Q2 2026, buying an estimated $628K and bringing the position to 7,437 shares worth $875K. The position accounts for 0.14% of the portfolio, ranked #77.

Mattern Wealth Management first reported a position in BX in Q1 2023 and has held it in 14 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Mattern Wealth Management held 7,437 shares of Blackstone worth $875K as of Q2 2026.
Mattern Wealth Management bought 5,225 Blackstone shares in Q2 2026, an estimated $628K.
Blackstone made up 0.14% of Mattern Wealth Management's portfolio in Q2 2026, its #77 holding.
Mattern Wealth Management first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.