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Mission Wealth Management’s Blackstone BX Stock Holding History

Mission 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 		$2.21M Buy
18,743
+10,656
+132% +$1.28M 0.03% 290
2026
Q1 		$930K Sell
8,087
-395
-5% -$51.4K 0.02% 335
2025
Q4 		$1.31M Buy
8,482
+110
+1% +$16.7K 0.03% 285
2025
Q3 		$1.43M Sell
8,372
-98
-1% -$16.8K 0.03% 263
2025
Q2 		$1.27M Buy
8,470
+88
+1% +$12.1K 0.03% 285
2025
Q1 		$1.17M Buy
8,382
+942
+13% +$153K 0.03% 268
2024
Q4 		$1.28M Buy
7,440
+160
+2% +$27.9K 0.03% 236
2024
Q3 		$1.11M Sell
7,280
-41
-0.6% -$5.69K 0.03% 268
2024
Q2 		$906K Buy
7,321
+2,735
+60% +$337K 0.02% 291
2024
Q1 		$603K Sell
4,586
-2,615
-36% -$327K 0.02% 393
2023
Q4 		$943K Buy
7,201
+2,730
+61% +$295K 0.03% 247
2023
Q3 		$479K Sell
4,471
-148
-3% -$15.4K 0.02% 347
2023
Q2 		$429K Sell
4,619
-160
-3% -$13.8K 0.02% 376
2023
Q1 		$420K Buy
4,779
+63
+1% +$5.57K 0.02% 374
2022
Q4 		$350K Sell
4,716
-211
-4% -$18.2K 0.02% 397
2022
Q3 		$412K Buy
4,927
+95
+2% +$9.2K 0.02% 325
2022
Q2 		$441K Buy
4,832
+5
+0.1% +$540 0.02% 320
2022
Q1 		$612K Buy
4,827
+320
+7% +$39K 0.03% 278
2021
Q4 		$583K Sell
4,507
-128
-3% -$17.1K 0.03% 282
2021
Q3 		$539K Sell
4,635
-2,145
-32% -$249K 0.03% 277
2021
Q2 		$659K Buy
6,780
+3,095
+84% +$275K 0.03% 237
2021
Q1 		$275K Sell
3,685
-293
-7% -$20.2K 0.02% 377
2020
Q4 		$258K Buy
+3,978
New +$232K 0.02% 358

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

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

Mission Wealth Management increased its Blackstone (BX) stake by 132% in Q2 2026, buying an estimated $1.28M and bringing the position to 18,743 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #290.

Mission Wealth Management first reported a position in BX in Q4 2020 and has held it in 23 quarters since. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Mission Wealth Management held 18,743 shares of Blackstone worth $2.21M as of Q2 2026.
  • Mission Wealth Management bought 10,656 Blackstone shares in Q2 2026, an estimated $1.28M.
  • Blackstone made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Mission Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.