MWM
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Moran Wealth Management’s Blackstone BX Stock Holding History

Moran 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 		$15.7M Sell
133,642
-2,531
-2% -$304K 0.43% 64
2026
Q1 		$15.7M Sell
136,173
-5,038
-4% -$655K 0.48% 61
2025
Q4 		$21.8M Sell
141,211
-4,408
-3% -$670K 0.67% 37
2025
Q3 		$24.9M Sell
145,619
-37,854
-21% -$6.49M 0.75% 26
2025
Q2 		$27.4M Sell
183,473
-3,206
-2% -$441K 0.85% 23
2025
Q1 		$26.1M Sell
186,679
-4,874
-3% -$791K 0.88% 21
2024
Q4 		$33M Sell
191,553
-7,689
-4% -$1.34M 1.05% 13
2024
Q3 		$30.5M Sell
199,242
-4,181
-2% -$580K 0.94% 19
2024
Q2 		$25.2M Sell
203,423
-1,985
-1% -$244K 0.83% 24
2024
Q1 		$27M Sell
205,408
-5,826
-3% -$728K 0.87% 17
2023
Q4 		$27.7M Sell
211,234
-9,108
-4% -$985K 0.98% 17
2023
Q3 		$23.6M Sell
220,342
-5,529
-2% -$576K 0.91% 17
2023
Q2 		$21M Buy
225,871
+1,884
+0.8% +$163K 0.79% 31
2023
Q1 		$19.7M Buy
223,987
+25,424
+13% +$2.25M 0.74% 38
2022
Q4 		$14.7M Buy
+198,563
New +$17.1M 0.56% 58

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

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

Moran Wealth Management reduced its Blackstone (BX) stake by 1.9% in Q2 2026, selling an estimated $304K and leaving 133,642 shares worth $15.7M. The position accounts for 0.43% of the portfolio, ranked #64.

Moran Wealth Management first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $33M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Moran Wealth Management held 133,642 shares of Blackstone worth $15.7M as of Q2 2026.
  • Moran Wealth Management sold 2,531 Blackstone shares in Q2 2026, an estimated $304K.
  • Blackstone made up 0.43% of Moran Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Moran Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Blackstone position peaked at $33M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.