Mosaic Family Wealth Partners’s Blackstone BX Stock Holding History

Mosaic Family Wealth Partners’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	$298K	Buy	+2,529	New	+$304K	0.02%	356

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

Mosaic Family Wealth Partners's BX Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Blackstone (BX) in Q2 2026: 2,529 shares worth $298K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings.

2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Mosaic Family Wealth Partners held 2,529 shares of Blackstone worth $298K as of Q2 2026.
Blackstone was a new Mosaic Family Wealth Partners position in Q2 2026.
Blackstone made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #356 holding.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.