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Perfromance Wealth Partners’s Blackstone BX Stock Holding History

Perfromance Wealth Partners’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 		$203K Sell
1,723
-2,149
-56% -$258K 0.01% 232
2026
Q1 		$445K Sell
3,872
-663
-15% -$86.3K 0.01% 132
2025
Q4 		$699K Buy
4,535
+1,673
+58% +$254K 0.02% 100
2025
Q3 		$489K Buy
+2,862
New +$490K 0.01% 119
2025
Q2 		– Sell
-55,096
Closed -$7.7M – 190
2025
Q1 		$7.7M Buy
55,096
+25,221
+84% +$4.09M 0.28% 23
2024
Q4 		$5.15M Buy
29,875
+21,057
+239% +$3.67M 0.17% 27
2024
Q3 		$1.35M Sell
8,818
-513
-5% -$71.2K 0.05% 55
2024
Q2 		$1.16M Sell
9,331
-112,914
-92% -$13.9M 0.04% 56
2024
Q1 		$16.1M Sell
122,245
-10,001
-8% -$1.25M 0.67% 17
2023
Q4 		$17.3M Sell
132,246
-19,292
-13% -$2.09M 0.76% 15
2023
Q3 		$16.2M Sell
151,538
-8,915
-6% -$928K 0.79% 15
2023
Q2 		$14.9M Sell
160,453
-35,904
-18% -$3.1M 0.69% 14
2023
Q1 		$17.2M Sell
196,357
-37,020
-16% -$3.27M 0.88% 13
2022
Q4 		$17.3M Sell
233,377
-58,662
-20% -$5.07M 1.04% 13
2022
Q3 		$24.4M Sell
292,039
-7,766
-3% -$752K 1.42% 14
2022
Q2 		$27.4M Sell
299,805
-13,520
-4% -$1.46M 1.54% 12
2022
Q1 		$39.8M Sell
313,325
-9,858
-3% -$1.2M 1.73% 11
2021
Q4 		$41.8M Buy
+323,183
New +$43.1M 1.69% 11

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

Perfromance Wealth Partners's BX Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Blackstone (BX) stake by 56% in Q2 2026, selling an estimated $258K and leaving 1,723 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #232.

Perfromance Wealth Partners first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $41.8M in Q4 2021. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Perfromance Wealth Partners held 1,723 shares of Blackstone worth $203K as of Q2 2026.
  • Perfromance Wealth Partners sold 2,149 Blackstone shares in Q2 2026, an estimated $258K.
  • Blackstone made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Perfromance Wealth Partners first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Blackstone position peaked at $41.8M in Q4 2021.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.