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Pinnacle Wealth Management Advisory Group’s Blackstone BX Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$490K Buy
4,161
+331
+9% +$39.8K 0.03% 293
2026
Q1 		$440K Sell
3,830
-1,446
-27% -$188K 0.03% 303
2025
Q4 		$813K Sell
5,276
-226
-4% -$34.3K 0.06% 190
2025
Q3 		$940K Buy
5,502
+462
+9% +$79.2K 0.07% 158
2025
Q2 		$754K Buy
5,040
+368
+8% +$50.6K 0.06% 170
2025
Q1 		$653K Buy
4,672
+97
+2% +$15.7K 0.06% 177
2024
Q4 		$789K Buy
4,575
+6
+0.1% +$1.04K 0.07% 151
2024
Q3 		$700K Buy
4,569
+244
+6% +$33.9K 0.07% 162
2024
Q2 		$535K Buy
4,325
+745
+21% +$91.7K 0.06% 184
2024
Q1 		$470K Buy
3,580
+70
+2% +$8.74K 0.05% 198
2023
Q4 		$460K Buy
3,510
+237
+7% +$25.6K 0.05% 195
2023
Q3 		$351K Buy
3,273
+1,093
+50% +$114K 0.05% 215
2023
Q2 		$203K Buy
+2,180
New +$188K 0.03% 309
2023
Q1 		– Sell
-3,040
Closed -$226K – 323
2022
Q4 		$226K Sell
3,040
-2,399
-44% -$207K 0.03% 267
2022
Q3 		$455K Sell
5,439
-2,038
-27% -$197K 0.08% 173
2022
Q2 		$682K Sell
7,477
-4,205
-36% -$454K 0.11% 138
2022
Q1 		$1.48M Sell
11,682
-500
-4% -$61K 0.21% 99
2021
Q4 		$1.58M Buy
12,182
+9,600
+372% +$1.28M 0.26% 87
2021
Q3 		$300K Buy
2,582
+420
+19% +$48.7K 0.07% 179
2021
Q2 		$210K Buy
+2,162
New +$192K 0.05% 211

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's BX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Blackstone (BX) stake by 8.6% in Q2 2026, buying an estimated $39.8K and bringing the position to 4,161 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #293.

Pinnacle Wealth Management Advisory Group first reported a position in BX in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q4 2021. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,161 shares of Blackstone worth $490K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 331 Blackstone shares in Q2 2026, an estimated $39.8K.
  • Blackstone made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #293 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Blackstone in Q2 2021 and has held it in 20 quarters since.
  • Pinnacle Wealth Management Advisory Group's Blackstone position peaked at $1.58M in Q4 2021.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.