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Pines Wealth Management’s Blackstone BX Stock Holding History

Pines 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 		$300K Buy
2,547
+389
+18% +$46.7K 0.09% 184
2026
Q1 		$248K Sell
2,158
-286
-12% -$37.2K 0.08% 193
2025
Q4 		$377K Sell
2,444
-138
-5% -$21K 0.12% 152
2025
Q3 		$441K Buy
2,582
+86
+3% +$14.7K 0.15% 138
2025
Q2 		$387K Buy
2,496
+281
+13% +$38.6K 0.14% 158
2025
Q1 		$266K Buy
2,215
+119
+6% +$19.3K 0.12% 163
2024
Q4 		$346K Buy
+2,096
New +$365K 0.15% 145

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

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

Pines Wealth Management increased its Blackstone (BX) stake by 18% in Q2 2026, buying an estimated $46.7K and bringing the position to 2,547 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #184.

Pines Wealth Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Pines Wealth Management held 2,547 shares of Blackstone worth $300K as of Q2 2026.
  • Pines Wealth Management bought 389 Blackstone shares in Q2 2026, an estimated $46.7K.
  • Blackstone made up 0.09% of Pines Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Pines Wealth Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Blackstone position peaked at $441K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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