MOR Wealth Management’s Blackstone BX Stock Holding History

MOR 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	–	Sell	-3,774	Closed	-$434K	–	125
2026 Q1	$434K	Sell	3,774 -343	-8%	-$44.6K	0.2%	58
2025 Q4	$635K	Buy	+4,117	New	+$626K	0.29%	48

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MOR Wealth Management sold out of Blackstone (BX) in Q2 2026, closing a stake of 3,774 shares — an estimated $434K sold.

MOR Wealth Management first reported a position in BX in Q4 2025 and held it in 2 quarters. The position peaked at $635K in Q4 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

MOR Wealth Management reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
MOR Wealth Management sold 3,774 Blackstone shares in Q2 2026, an estimated $434K.
MOR Wealth Management first reported a position in Blackstone in Q4 2025 and held it in 2 quarters.
MOR Wealth Management's Blackstone position peaked at $635K in Q4 2025.
2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.