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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
Q2 		$62.9K Sell
535
-4,295
-89% -$516K 0.02% 233
2026
Q1 		$825K Buy
4,830
+53
+1% +$6.89K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Mosley Wealth Management reduced its Blackstone (BX) stake by 89% in Q2 2026, selling an estimated $516K and leaving 535 shares worth $62.9K. The position accounts for 0.02% of the portfolio, ranked #233.

Mosley Wealth Management first reported a position in BX in Q4 2023 and has held it in 8 quarters since. The position peaked at $825K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Mosley Wealth Management held 535 shares of Blackstone worth $62.9K as of Q2 2026.
  • Mosley Wealth Management sold 4,295 Blackstone shares in Q2 2026, an estimated $516K.
  • Blackstone made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Mosley Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's Blackstone position peaked at $825K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.