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McCarter Private Wealth Services’s Blackstone BX Stock Holding History

McCarter Private Wealth Services’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 		$335K Sell
2,847
-49
-2% -$5.89K 0.12% 136
2026
Q1 		$333K Buy
2,896
+44
+2% +$5.72K 0.14% 124
2025
Q4 		$440K Buy
+2,852
New +$433K 0.2% 100

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

McCarter Private Wealth Services's BX Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Blackstone (BX) stake by 1.7% in Q2 2026, selling an estimated $5.89K and leaving 2,847 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #136.

McCarter Private Wealth Services first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q4 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • McCarter Private Wealth Services held 2,847 shares of Blackstone worth $335K as of Q2 2026.
  • McCarter Private Wealth Services sold 49 Blackstone shares in Q2 2026, an estimated $5.89K.
  • Blackstone made up 0.12% of McCarter Private Wealth Services's portfolio in Q2 2026, its #136 holding.
  • McCarter Private Wealth Services first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's Blackstone position peaked at $440K in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.