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Modera Wealth Management’s Blackstone BX Stock Holding History

Modera 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 		$1.12M Sell
9,491
-12,199
-56% -$1.47M 0.01% 330
2026
Q1 		$2.49M Buy
21,690
+2,062
+11% +$268K 0.03% 238
2025
Q4 		$3.03M Buy
19,628
+218
+1% +$33.1K 0.04% 231
2025
Q3 		$3.32M Buy
19,410
+252
+1% +$43.2K 0.04% 219
2025
Q2 		$2.87M Buy
19,158
+3,627
+23% +$498K 0.04% 225
2025
Q1 		$2.17M Sell
15,531
-1,014
-6% -$165K 0.03% 238
2024
Q4 		$2.85M Buy
16,545
+529
+3% +$92.2K 0.03% 218
2024
Q3 		$2.45M Buy
16,016
+1
+0% +$139 0.03% 214
2024
Q2 		$1.98M Sell
16,015
-101
-0.6% -$12.4K 0.03% 225
2024
Q1 		$2.12M Buy
16,116
+150
+0.9% +$18.7K 0.03% 220
2023
Q4 		$2.09M Sell
15,966
-12,587
-44% -$1.36M 0.03% 216
2023
Q3 		$3.06M Buy
28,553
+1,278
+5% +$133K 0.06% 183
2023
Q2 		$2.54M Buy
27,275
+24,477
+875% +$2.11M 0.05% 202
2023
Q1 		$246K Buy
+2,798
New +$247K 0.01% 312
2022
Q2 		– Sell
-1,908
Closed -$242K – 339
2022
Q1 		$242K Sell
1,908
-2,019
-51% -$246K 0.01% 318
2021
Q4 		$508K Buy
3,927
+2,131
+119% +$284K 0.02% 272
2021
Q3 		$209K Buy
+1,796
New +$208K 0.01% 257

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Modera Wealth Management reduced its Blackstone (BX) stake by 56% in Q2 2026, selling an estimated $1.47M and leaving 9,491 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #330.

Modera Wealth Management first reported a position in BX in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.32M in Q3 2025. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Modera Wealth Management held 9,491 shares of Blackstone worth $1.12M as of Q2 2026.
  • Modera Wealth Management sold 12,199 Blackstone shares in Q2 2026, an estimated $1.47M.
  • Blackstone made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Modera Wealth Management first reported a position in Blackstone in Q3 2021 and has held it in 17 quarters since.
  • Modera Wealth Management's Blackstone position peaked at $3.32M in Q3 2025.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.