Mosley Wealth Management
BX icon

Mosley Wealth Management’s Blackstone BX Stock Holding History

Mosley 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
Q3 		$52.1K Sell
477
-58
-11% -$7.59K 0.02% 262
2026
Q2 		$62.9K Sell
535
-4,295
-89% -$516K 0.02% 233
2026
Q1 		$825K Buy
4,830
+53
+1% +$6.9K 0.37% 61
2025
Q4 		$776K Buy
+4,777
New +$726K 0.36% 67
2024
Q4 		$737K Buy
3,974
+173
+5% +$30.1K 0.46% 52
2024
Q3 		$649K Buy
3,801
+416
+12% +$57.7K 0.44% 49
2024
Q2 		$419K Sell
3,385
-155
-4% -$19.1K 0.36% 67
2024
Q1 		$465K Sell
3,540
-132
-4% -$16.5K 0.44% 51
2023
Q4 		$481K Buy
+3,672
New +$397K 0.47% 43

Other funds holding BX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Mosley Wealth Management's BX Position: Q3 2026 in Review

Mosley Wealth Management reduced its Blackstone (BX) stake by 11% in Q3 2026, selling an estimated $7.59K and leaving 477 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #262.

Mosley Wealth Management first reported a position in BX in Q4 2023 and has held it in 9 quarters since. The position peaked at $825K in Q1 2026. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Mosley Wealth Management held 477 shares of Blackstone worth $52.1K as of Q3 2026.
  • Mosley Wealth Management sold 58 Blackstone shares in Q3 2026, an estimated $7.59K.
  • Blackstone made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #262 holding.
  • Mosley Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 9 quarters since.
  • Mosley Wealth Management's Blackstone position peaked at $825K in Q1 2026.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.