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Mindset Wealth Management’s Blackstone BX Stock Holding History

Mindset 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
Q1 		$368K Sell
3,200
-15
-0.5% -$1.95K 0.1% 107
2025
Q4 		$496K Sell
3,215
-63
-2% -$9.57K 0.13% 89
2025
Q3 		$560K Buy
+3,278
New +$562K 0.15% 72

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

Mindset Wealth Management's BX Position: Q1 2026 in Review

Mindset Wealth Management reduced its Blackstone (BX) stake by 0.47% in Q1 2026, selling an estimated $1.95K and leaving 3,200 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #107.

Mindset Wealth Management first reported a position in BX in Q3 2025 and has held it in 3 quarters since. The position peaked at $560K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Mindset Wealth Management held 3,200 shares of Blackstone worth $368K as of Q1 2026.
  • Mindset Wealth Management sold 15 Blackstone shares in Q1 2026, an estimated $1.95K.
  • Blackstone made up 0.1% of Mindset Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Mindset Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
  • Mindset Wealth Management's Blackstone position peaked at $560K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.