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Modern Wealth Management’s Blackstone BX Stock Holding History

Modern 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 		$2.06M Buy
17,493
+1,546
+10% +$186K 0.02% 390
2026
Q1 		$1.82M Buy
15,947
+3,221
+25% +$419K 0.03% 317
2025
Q4 		$1.96M Sell
12,726
-893
-7% -$136K 0.04% 300
2025
Q3 		$2.33M Buy
13,619
+984
+8% +$169K 0.05% 265
2025
Q2 		$1.89M Sell
12,635
-400
-3% -$55K 0.05% 269
2025
Q1 		$1.82M Buy
13,035
+404
+3% +$65.6K 0.06% 219
2024
Q4 		$2.18M Buy
12,631
+116
+0.9% +$20.2K 0.08% 170
2024
Q3 		$1.92M Buy
12,515
+324
+3% +$44.9K 0.12% 116
2024
Q2 		$1.51M Buy
12,191
+4,716
+63% +$580K 0.11% 108
2024
Q1 		$982K Buy
+7,475
New +$934K 0.09% 115

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

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

Modern Wealth Management increased its Blackstone (BX) stake by 9.7% in Q2 2026, buying an estimated $186K and bringing the position to 17,493 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #390.

Modern Wealth Management first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Modern Wealth Management held 17,493 shares of Blackstone worth $2.06M as of Q2 2026.
  • Modern Wealth Management bought 1,546 Blackstone shares in Q2 2026, an estimated $186K.
  • Blackstone made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Modern Wealth Management first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's Blackstone position peaked at $2.33M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.