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NewEdge Wealth’s Blackstone BX Stock Holding History

NewEdge Wealth’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 		$64.3M Buy
546,382
+9,155
+2% +$1.1M 0.64% 38
2026
Q1 		$61.8M Sell
537,227
-177,475
-25% -$23.1M 0.74% 31
2025
Q4 		$110M Buy
714,702
+37,969
+6% +$5.77M 1.24% 14
2025
Q3 		$97.7M Sell
676,733
-5,674
-0.8% -$972K 1.4% 10
2025
Q2 		$114M Buy
682,407
+137,146
+25% +$18.8M 1.79% 10
2025
Q1 		$76.2M Sell
545,261
-99,424
-15% -$16.1M 1.38% 9
2024
Q4 		$111M Sell
644,685
-12,646
-2% -$2.2M 1.93% 6
2024
Q3 		$101M Buy
657,331
+9,057
+1% +$1.26M 1.82% 6
2024
Q2 		$80.3M Buy
648,274
+24,775
+4% +$3.05M 1.74% 6
2024
Q1 		$74.2M Sell
623,499
-13,876
-2% -$1.73M 1.66% 6
2023
Q4 		$83.4M Buy
637,375
+702
+0.1% +$76K 2.13% 3
2023
Q3 		$68.2M Sell
636,673
-3,561
-0.6% -$371K 2.16% 3
2023
Q2 		$59.5M Sell
640,234
-98,701
-13% -$8.53M 1.99% 5
2023
Q1 		$64.9M Sell
738,935
-14,750
-2% -$1.3M 2.46% 4
2022
Q4 		$55.9M Buy
753,685
+14,870
+2% +$1.28M 2.41% 3
2022
Q3 		$61.8M Buy
738,815
+128,136
+21% +$12.4M 2.92% 3
2022
Q2 		$55.7M Buy
610,679
+94,910
+18% +$10.2M 2.53% 4
2022
Q1 		$65.5M Sell
515,769
-23,055
-4% -$2.81M 2.91% 4
2021
Q4 		$69.7M Buy
538,824
+536,216
+20,560% +$71.5M 2.92% 5
2021
Q3 		$303K Sell
2,608
-1,039
-28% -$121K 0.02% 245
2021
Q2 		$354K Buy
+3,647
New +$324K 0.03% 231

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Wealth's BX Position: Q2 2026 in Review

NewEdge Wealth increased its Blackstone (BX) stake by 1.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 546,382 shares worth $64.3M. The position accounts for 0.64% of the portfolio, ranked #38.

NewEdge Wealth first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $114M in Q2 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • NewEdge Wealth held 546,382 shares of Blackstone worth $64.3M as of Q2 2026.
  • NewEdge Wealth bought 9,155 Blackstone shares in Q2 2026, an estimated $1.1M.
  • Blackstone made up 0.64% of NewEdge Wealth's portfolio in Q2 2026, its #38 holding.
  • NewEdge Wealth first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Blackstone position peaked at $114M in Q2 2025.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.