Precedent Wealth Partners’s Blackstone BX Stock Holding History

Precedent Wealth Partners’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	$443K	Buy	+3,768	New	+$453K	0.07%	154

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Precedent Wealth Partners's BX Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in Blackstone (BX) in Q2 2026: 3,768 shares worth $443K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings.

2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Precedent Wealth Partners held 3,768 shares of Blackstone worth $443K as of Q2 2026.
Blackstone was a new Precedent Wealth Partners position in Q2 2026.
Blackstone made up 0.07% of Precedent Wealth Partners's portfolio in Q2 2026, its #154 holding.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.