Omni 360 Wealth’s Blackstone BX Stock Holding History

Omni 360 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	$599K	Hold	5,092	–	–	0.28%	73
2026 Q1	$586K	Hold	5,092	–	–	0.3%	69
2025 Q4	$808K	Sell	5,092 -15	-0.3%	-$2.28K	0.41%	60
2025 Q3	$873K	Hold	5,107	–	–	0.49%	46
2025 Q2	$764K	Hold	5,107	–	–	0.47%	51
2025 Q1	$714K	Sell	5,107 -595	-10%	-$96.6K	0.48%	52
2024 Q4	$983K	Sell	5,702 -101	-2%	-$17.6K	0.65%	40
2024 Q3	$889K	Hold	5,803	–	–	0.61%	45
2024 Q2	$718K	Buy	5,803 +120	+2%	+$14.8K	0.55%	48
2024 Q1	$747K	Hold	5,683	–	–	0.62%	43
2023 Q4	$744K	Buy	+5,683	New	+$615K	0.69%	39

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

Omni 360 Wealth's BX Position: Q2 2026 in Review

Omni 360 Wealth held its Blackstone (BX) position steady in Q2 2026 at 5,092 shares worth $599K. The position accounts for 0.28% of the portfolio, ranked #73.

Omni 360 Wealth first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $983K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Omni 360 Wealth held 5,092 shares of Blackstone worth $599K as of Q2 2026.
Omni 360 Wealth left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.28% of Omni 360 Wealth's portfolio in Q2 2026, its #73 holding.
Omni 360 Wealth first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's Blackstone position peaked at $983K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.