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National Wealth Management Group’s Blackstone BX Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-1,573
Closed -$242K – 225
2025
Q4 		$242K Buy
+1,573
New +$239K 0.08% 208

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Wealth Management Group's BX Position: Q1 2026 in Review

National Wealth Management Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,573 shares — an estimated $242K sold.

National Wealth Management Group first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • National Wealth Management Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,573 Blackstone shares in Q1 2026, an estimated $242K.
  • National Wealth Management Group first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
  • National Wealth Management Group's Blackstone position peaked at $242K in Q4 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.