Oak Harbor Wealth Partners’s Blackstone BX Stock Holding History

Oak Harbor Wealth Partners’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	$696K	Sell	5,913 -5,610	-49%	-$674K	0.26%	83
2026 Q1	$1.33M	Buy	11,523 +5,022	+77%	+$653K	0.31%	78
2025 Q4	$1M	Buy	6,501 +309	+5%	+$47K	0.24%	95
2025 Q3	$1.06M	Buy	6,192 +94	+2%	+$16.1K	0.26%	86
2025 Q2	$912K	Buy	6,098 +615	+11%	+$84.5K	0.25%	90
2025 Q1	$766K	Buy	5,483 +204	+4%	+$33.1K	0.22%	95
2024 Q4	$910K	Sell	5,279 -200	-4%	-$34.8K	0.26%	81
2024 Q3	$839K	Sell	5,479 -100	-2%	-$13.9K	0.24%	94
2024 Q2	$691K	Hold	5,579	–	–	0.22%	95
2024 Q1	$733K	Hold	5,579	–	–	0.23%	97
2023 Q4	$730K	Hold	5,579	–	–	0.25%	86
2023 Q3	$598K	Hold	5,579	–	–	0.21%	100
2023 Q2	$519K	Hold	5,579	–	–	0.18%	109
2023 Q1	$490K	Hold	5,579	–	–	0.18%	112
2022 Q4	$414K	Buy	5,579 +1,200	+27%	+$104K	0.16%	112
2022 Q3	$367K	Buy	4,379 +190	+5%	+$18.4K	0.14%	113
2022 Q2	$382K	Buy	4,189 +570	+16%	+$61.6K	0.15%	107
2022 Q1	$459K	Buy	3,619 +330	+10%	+$40.2K	0.15%	102
2021 Q4	$426K	Buy	+3,289	New	+$439K	0.15%	107

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 $3.37T AUM 44.26% 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

Oak Harbor Wealth Partners's BX Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Blackstone (BX) stake by 49% in Q2 2026, selling an estimated $674K and leaving 5,913 shares worth $696K. The position accounts for 0.26% of the portfolio, ranked #83.

Oak Harbor Wealth Partners first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2026. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Oak Harbor Wealth Partners held 5,913 shares of Blackstone worth $696K as of Q2 2026.
Oak Harbor Wealth Partners sold 5,610 Blackstone shares in Q2 2026, an estimated $674K.
Blackstone made up 0.26% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #83 holding.
Oak Harbor Wealth Partners first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's Blackstone position peaked at $1.33M in Q1 2026.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.