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McKinley Carter Wealth Services’s Blackstone BX Stock Holding History

McKinley Carter 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 		$231K Sell
2,013
-2,768
-58% -$360K 0.01% 290
2025
Q4 		$737K Sell
4,781
-173
-3% -$26.3K 0.04% 191
2025
Q3 		$846K Buy
4,954
+4
+0.1% +$685 0.04% 180
2025
Q2 		$740K Buy
4,950
+110
+2% +$15.1K 0.04% 178
2025
Q1 		$677K Sell
4,840
-156
-3% -$25.3K 0.04% 182
2024
Q4 		$861K Buy
4,996
+86
+2% +$15K 0.05% 166
2024
Q3 		$752K Sell
4,910
-206
-4% -$28.6K 0.05% 179
2024
Q2 		$633K Buy
5,116
+15
+0.3% +$1.85K 0.04% 187
2024
Q1 		$670K Sell
5,101
-154
-3% -$19.2K 0.04% 184
2023
Q4 		$688K Sell
5,255
-112
-2% -$12.1K 0.05% 173
2023
Q3 		$575K Sell
5,367
-29
-0.5% -$3.02K 0.05% 187
2023
Q2 		$502K Buy
5,396
+15
+0.3% +$1.3K 0.04% 205
2023
Q1 		$473K Buy
5,381
+74
+1% +$6.54K 0.04% 209
2022
Q4 		$394K Sell
5,307
-68
-1% -$5.87K 0.03% 226
2022
Q3 		$450K Buy
5,375
+19
+0.4% +$1.84K 0.04% 192
2022
Q2 		$489K Sell
5,356
-80
-1% -$8.64K 0.04% 199
2022
Q1 		$690K Buy
5,436
+216
+4% +$26.3K 0.05% 174
2021
Q4 		$675K Buy
5,220
+10
+0.2% +$1.33K 0.05% 169
2021
Q3 		$606K Buy
5,210
+307
+6% +$35.6K 0.05% 171
2021
Q2 		$476K Buy
4,903
+12
+0.2% +$1.07K 0.04% 192
2021
Q1 		$364K Buy
4,891
+1,499
+44% +$103K 0.03% 219
2020
Q4 		$220K Buy
+3,392
New +$198K 0.03% 242
2020
Q1 		– Sell
-4,270
Closed -$239K – 140
2019
Q4 		$239K Hold
4,270
– – 0.06% 147
2019
Q3 		$209K Buy
+4,270
New +$208K 0.05% 156
2018
Q2 		– Sell
-5,270
Closed -$168K – 191
2018
Q1 		$168K Buy
+5,270
New +$180K 0.05% 168

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

McKinley Carter Wealth Services's BX Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Blackstone (BX) stake by 58% in Q1 2026, selling an estimated $360K and leaving 2,013 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #290.

McKinley Carter Wealth Services first reported a position in BX in Q1 2018 and has held it in 25 quarters since. The position peaked at $861K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • McKinley Carter Wealth Services held 2,013 shares of Blackstone worth $231K as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,768 Blackstone shares in Q1 2026, an estimated $360K.
  • Blackstone made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #290 holding.
  • McKinley Carter Wealth Services first reported a position in Blackstone in Q1 2018 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's Blackstone position peaked at $861K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.