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Pinnacle Wealth Planning Services’s Blackstone BX Stock Holding History

Pinnacle Wealth Planning Services’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 		$457K Buy
3,883
+657
+20% +$78.9K 0.04% 248
2026
Q1 		$371K Sell
3,226
-533
-14% -$69.3K 0.04% 276
2025
Q4 		$579K Sell
3,759
-40
-1% -$6.08K 0.06% 185
2025
Q3 		$649K Buy
3,799
+1,591
+72% +$273K 0.08% 160
2025
Q2 		$330K Buy
2,208
+427
+24% +$58.7K 0.04% 275
2025
Q1 		$249K Buy
1,781
+45
+3% +$7.3K 0.04% 302
2024
Q4 		$299K Sell
1,736
-440
-20% -$76.7K 0.05% 250
2024
Q3 		$333K Buy
2,176
+37
+2% +$5.13K 0.05% 275
2024
Q2 		$265K Buy
2,139
+222
+12% +$27.3K 0.04% 324
2024
Q1 		$252K Buy
+1,917
New +$239K 0.04% 352
2021
Q1 		– Sell
-91
Closed -$6K – 585
2020
Q4 		$6K Buy
+91
New +$5.3K ﹤0.01% 1576

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

Pinnacle Wealth Planning Services's BX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Blackstone (BX) stake by 20% in Q2 2026, buying an estimated $78.9K and bringing the position to 3,883 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #248.

Pinnacle Wealth Planning Services first reported a position in BX in Q4 2020 and has held it in 11 quarters since. The position peaked at $649K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,883 shares of Blackstone worth $457K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 657 Blackstone shares in Q2 2026, an estimated $78.9K.
  • Blackstone made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #248 holding.
  • Pinnacle Wealth Planning Services first reported a position in Blackstone in Q4 2020 and has held it in 11 quarters since.
  • Pinnacle Wealth Planning Services's Blackstone position peaked at $649K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.