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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McCarter Private Wealth Services's BX Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Blackstone (BX) stake by 1.5% in Q1 2026, buying an estimated $5.72K and bringing the position to 2,896 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #124.

McCarter Private Wealth Services first reported a position in BX in Q4 2025 and has held it in 2 quarters since. The position peaked at $440K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • McCarter Private Wealth Services held 2,896 shares of Blackstone worth $333K as of Q1 2026.
  • McCarter Private Wealth Services bought 44 Blackstone shares in Q1 2026, an estimated $5.72K.
  • Blackstone made up 0.14% of McCarter Private Wealth Services's portfolio in Q1 2026, its #124 holding.
  • McCarter Private Wealth Services first reported a position in Blackstone in Q4 2025 and has held it in 2 quarters since.
  • McCarter Private Wealth Services's Blackstone position peaked at $440K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.