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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
Q2 		$353K Sell
3,000
-200
-6% -$24K 0.07% 122
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 $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

Mindset Wealth Management's BX Position: Q2 2026 in Review

Mindset Wealth Management reduced its Blackstone (BX) stake by 6.3% in Q2 2026, selling an estimated $24K and leaving 3,000 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #122.

Mindset Wealth Management first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $560K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Mindset Wealth Management held 3,000 shares of Blackstone worth $353K as of Q2 2026.
  • Mindset Wealth Management sold 200 Blackstone shares in Q2 2026, an estimated $24K.
  • Blackstone made up 0.07% of Mindset Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Mindset Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Blackstone position peaked at $560K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.