MWA Asset Management’s Blackstone BX Stock Holding History

MWA Asset 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	$1.82M	Buy	15,468 +374	+2%	+$44.9K	0.82%	35
2026 Q1	$1.74M	Sell	15,094 -2,065	-12%	-$269K	0.95%	31
2025 Q4	$2.64M	Sell	17,159 -348	-2%	-$52.9K	1.47%	21
2025 Q3	$2.99M	Buy	17,507 +183	+1%	+$31.4K	1.65%	20
2025 Q2	$2.59M	Buy	17,324 +617	+4%	+$84.8K	1.59%	20
2025 Q1	$2.34M	Buy	16,707 +619	+4%	+$100K	1.62%	20
2024 Q4	$2.77M	Sell	16,088 -64	-0.4%	-$11.2K	1.84%	14
2024 Q3	$2.47M	Buy	16,152 +85	+0.5%	+$11.8K	1.64%	17
2024 Q2	$1.99M	Sell	16,067 -18	-0.1%	-$2.21K	1.42%	21
2024 Q1	$2.11M	Buy	16,085 +356	+2%	+$44.5K	1.53%	17
2023 Q4	$2.06M	Buy	15,729 +601	+4%	+$65K	1.7%	18
2023 Q3	$1.62M	Buy	+15,128	New	+$1.58M	1.56%	18

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 $3.38T AUM 44.17% 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

MWA Asset Management's BX Position: Q2 2026 in Review

MWA Asset Management increased its Blackstone (BX) stake by 2.5% in Q2 2026, buying an estimated $44.9K and bringing the position to 15,468 shares worth $1.82M. The position accounts for 0.82% of the portfolio, ranked #35.

MWA Asset Management first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.99M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

MWA Asset Management held 15,468 shares of Blackstone worth $1.82M as of Q2 2026.
MWA Asset Management bought 374 Blackstone shares in Q2 2026, an estimated $44.9K.
Blackstone made up 0.82% of MWA Asset Management's portfolio in Q2 2026, its #35 holding.
MWA Asset Management first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
MWA Asset Management's Blackstone position peaked at $2.99M in Q3 2025.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.