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Pension & Wealth Management Advisors’s Blackstone BX Stock Holding History

Pension & Wealth Management Advisors’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 		$819K Buy
6,958
+418
+6% +$50.2K 0.22% 70
2026
Q1 		$752K Buy
6,540
+3,273
+100% +$426K 0.22% 69
2025
Q4 		$504K Buy
3,267
+533
+19% +$81K 0.15% 95
2025
Q3 		$467K Sell
2,734
-1,681
-38% -$288K 0.15% 88
2025
Q2 		$660K Sell
4,415
-150
-3% -$20.6K 0.22% 72
2025
Q1 		$638K Buy
4,565
+3,592
+369% +$583K 0.24% 72
2024
Q4 		$168K Buy
973
+218
+29% +$38K 0.07% 149
2024
Q3 		$116K Sell
755
-27
-3% -$3.75K 0.06% 148
2024
Q2 		$96.9K Buy
782
+6
+0.8% +$738 0.06% 154
2024
Q1 		$102K Sell
776
-51
-6% -$6.37K 0.07% 146
2023
Q4 		$108K Buy
827
+467
+130% +$50.5K 0.07% 136
2023
Q3 		$38.6K Sell
360
-1,655
-82% -$172K 0.03% 175
2023
Q2 		$187K Sell
2,015
-63
-3% -$5.44K 0.14% 82
2023
Q1 		$183K Sell
2,078
-69
-3% -$6.09K 0.14% 82
2022
Q4 		$159K Buy
+2,147
New +$185K 0.14% 90

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pension & Wealth Management Advisors's BX Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Blackstone (BX) stake by 6.4% in Q2 2026, buying an estimated $50.2K and bringing the position to 6,958 shares worth $819K. The position accounts for 0.22% of the portfolio, ranked #70.

Pension & Wealth Management Advisors first reported a position in BX in Q4 2022 and has held it in 15 quarters since. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Pension & Wealth Management Advisors held 6,958 shares of Blackstone worth $819K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 418 Blackstone shares in Q2 2026, an estimated $50.2K.
  • Blackstone made up 0.22% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #70 holding.
  • Pension & Wealth Management Advisors first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.