Patrick M. Sweeney & Associates’s Blackstone BX Stock Holding History

Patrick M. Sweeney & Associates’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	$1.53M	Buy	13,042 +297	+2%	+$35.7K	0.88%	23
2026 Q1	$1.47M	Buy	12,745 +26	+0.2%	+$3.38K	0.94%	20
2025 Q4	$1.96M	Sell	12,719 -178	-1%	-$27K	1.23%	18
2025 Q3	$2.2M	Buy	12,897 +41	+0.3%	+$7.03K	1.42%	16
2025 Q2	$1.99M	Sell	12,856 -754	-6%	-$104K	1.37%	17
2025 Q1	$1.9M	Sell	13,610 -130	-0.9%	-$21.1K	1.42%	16
2024 Q4	$2.37M	Sell	13,740 -25	-0.2%	-$4.36K	1.77%	11
2024 Q3	$2.11M	Sell	13,765 -75	-0.5%	-$10.4K	1.55%	13
2024 Q2	$1.71M	Buy	13,840 +80	+0.6%	+$9.84K	1.39%	16
2024 Q1	$1.81M	Buy	13,760 +120	+0.9%	+$15K	1.49%	15
2023 Q4	$1.79M	Buy	+13,640	New	+$1.48M	1.63%	10

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

Patrick M. Sweeney & Associates's BX Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Blackstone (BX) stake by 2.3% in Q2 2026, buying an estimated $35.7K and bringing the position to 13,042 shares worth $1.53M. The position accounts for 0.88% of the portfolio, ranked #23.

Patrick M. Sweeney & Associates first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Patrick M. Sweeney & Associates held 13,042 shares of Blackstone worth $1.53M as of Q2 2026.
Patrick M. Sweeney & Associates bought 297 Blackstone shares in Q2 2026, an estimated $35.7K.
Blackstone made up 0.88% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #23 holding.
Patrick M. Sweeney & Associates first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Blackstone position peaked at $2.37M in Q4 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.