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Portside Wealth Group’s Blackstone BX Stock Holding History

Portside Wealth 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 		$324K Buy
2,752
+1,004
+57% +$121K 0.04% 388
2026
Q1 		$201K Buy
1,748
+158
+10% +$20.6K 0.03% 450
2025
Q4 		$245K Buy
1,590
+48
+3% +$7.29K 0.03% 406
2025
Q3 		$263K Buy
1,542
+50
+3% +$8.57K 0.04% 409
2025
Q2 		$223K Buy
+1,492
New +$205K 0.03% 422
2025
Q1 		– Sell
-1,310
Closed -$226K – 429
2024
Q4 		$226K Sell
1,310
-5
-0.4% -$871 0.04% 380
2024
Q3 		$201K Buy
+1,315
New +$182K 0.03% 373
2024
Q2 		– Sell
-1,731
Closed -$227K – 373
2024
Q1 		$227K Sell
1,731
-288
-14% -$36K 0.04% 329
2023
Q4 		$264K Sell
2,019
-26
-1% -$2.81K 0.05% 287
2023
Q3 		$219K Buy
+2,045
New +$213K 0.04% 303

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

Portside Wealth Group's BX Position: Q2 2026 in Review

Portside Wealth Group increased its Blackstone (BX) stake by 57% in Q2 2026, buying an estimated $121K and bringing the position to 2,752 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #388.

Portside Wealth Group first reported a position in BX in Q3 2023 and has held it in 10 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Portside Wealth Group held 2,752 shares of Blackstone worth $324K as of Q2 2026.
  • Portside Wealth Group bought 1,004 Blackstone shares in Q2 2026, an estimated $121K.
  • Blackstone made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #388 holding.
  • Portside Wealth Group first reported a position in Blackstone in Q3 2023 and has held it in 10 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.