Measured Wealth Private Client Group’s Blackstone BX Stock Holding History

Measured Wealth Private Client Group’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	$46.9K	Sell	399 -205	-34%	-$24.6K	0.01%	339
2026 Q1	$69.4K	Sell	604 -999	-62%	-$130K	0.02%	258
2025 Q4	$247K	Buy	1,603 +1,000	+166%	+$152K	0.07%	163
2025 Q3	$103K	Buy	+603	New	+$103K	0.03%	237
2024 Q1	–	Sell	-2,103	Closed	-$275K	–	187
2023 Q4	$275K	Hold	2,103	–	–	0.1%	146
2023 Q3	$225K	Buy	+2,103	New	+$219K	0.09%	153
2022 Q2	–	Sell	-2,103	Closed	-$267K	–	176
2022 Q1	$267K	Hold	2,103	–	–	0.1%	129
2021 Q4	$272K	Hold	2,103	–	–	0.1%	131
2021 Q3	$245K	Sell	2,103 -100	-5%	-$11.6K	0.09%	140
2021 Q2	$214K	Buy	+2,203	New	+$196K	0.07%	163
2018 Q4	–	Sell	-50	Closed	-$2K	–	184
2018 Q3	$2K	Buy	+50	New	+$1.81K	﹤0.01%	763

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

Measured Wealth Private Client Group's BX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Blackstone (BX) stake by 34% in Q2 2026, selling an estimated $24.6K and leaving 399 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #339.

Measured Wealth Private Client Group first reported a position in BX in Q3 2018 and has held it in 11 quarters since. The position peaked at $275K in Q4 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Measured Wealth Private Client Group held 399 shares of Blackstone worth $46.9K as of Q2 2026.
Measured Wealth Private Client Group sold 205 Blackstone shares in Q2 2026, an estimated $24.6K.
Blackstone made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #339 holding.
Measured Wealth Private Client Group first reported a position in Blackstone in Q3 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's Blackstone position peaked at $275K in Q4 2023.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.