Planning Strategies’s Blackstone BX Stock Holding History

Planning Strategies’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	$10K	Buy	+85	New	+$10.2K	0.01%	325

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Planning Strategies's BX Position: Q2 2026 in Review

Planning Strategies opened a new position in Blackstone (BX) in Q2 2026: 85 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Planning Strategies held 85 shares of Blackstone worth $10K as of Q2 2026.
Blackstone was a new Planning Strategies position in Q2 2026.
Blackstone made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #325 holding.
2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.