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Orca Wealth Management’s Blackstone BX Stock Holding History

Orca Wealth 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 		$1.96M Sell
16,680
-24
-0.1% -$2.88K 1.18% 27
2026
Q1 		$1.92M Sell
16,704
-93
-0.6% -$12.1K 1.37% 26
2025
Q4 		$2.29M Sell
16,797
-20
-0.1% -$3.04K 1.64% 23
2025
Q3 		$2.87M Sell
16,817
-54
-0.3% -$9.25K 2.18% 14
2025
Q2 		$2.52M Sell
16,871
-479
-3% -$65.8K 2.13% 14
2025
Q1 		$2.43M Buy
17,350
+70
+0.4% +$11.4K 2.17% 13
2024
Q4 		$2.98M Buy
+17,280
New +$3.01M 2.68% 13

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

Orca Wealth Management's BX Position: Q2 2026 in Review

Orca Wealth Management reduced its Blackstone (BX) stake by 0.14% in Q2 2026, selling an estimated $2.88K and leaving 16,680 shares worth $1.96M. The position accounts for 1.18% of the portfolio, ranked #27.

Orca Wealth Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Orca Wealth Management held 16,680 shares of Blackstone worth $1.96M as of Q2 2026.
  • Orca Wealth Management sold 24 Blackstone shares in Q2 2026, an estimated $2.88K.
  • Blackstone made up 1.18% of Orca Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Orca Wealth Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Orca Wealth Management's Blackstone position peaked at $2.98M in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.