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PDS Planning’s Blackstone BX Stock Holding History

PDS Planning’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 		$341K Buy
+2,897
New +$348K 0.02% 390
2026
Q1 		– Sell
-2,728
Closed -$420K – 567
2025
Q4 		$420K Sell
2,728
-511
-16% -$77.7K 0.03% 296
2025
Q3 		$553K Buy
3,239
+348
+12% +$59.6K 0.04% 222
2025
Q2 		$432K Buy
2,891
+180
+7% +$24.7K 0.03% 266
2025
Q1 		$379K Buy
2,711
+606
+29% +$98.4K 0.03% 270
2024
Q4 		$363K Buy
2,105
+11
+0.5% +$1.92K 0.03% 247
2024
Q3 		$321K Buy
2,094
+119
+6% +$16.5K 0.03% 277
2024
Q2 		$245K Buy
1,975
+9
+0.5% +$1.11K 0.02% 312
2024
Q1 		$258K Buy
1,966
+267
+16% +$33.3K 0.03% 293
2023
Q4 		$222K Buy
+1,699
New +$184K 0.03% 306

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

PDS Planning's BX Position: Q2 2026 in Review

PDS Planning opened a new position in Blackstone (BX) in Q2 2026: 2,897 shares worth $341K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: PDS Planning previously reported a position in BX as recently as Q4 2025.

PDS Planning first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $553K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • PDS Planning held 2,897 shares of Blackstone worth $341K as of Q2 2026.
  • Blackstone was a new PDS Planning position in Q2 2026.
  • Blackstone made up 0.02% of PDS Planning's portfolio in Q2 2026, its #390 holding.
  • PDS Planning first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
  • PDS Planning's Blackstone position peaked at $553K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.