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Premier Path Wealth Partners’s Blackstone BX Stock Holding History

Premier Path 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 		$792K Sell
6,730
-206
-3% -$24.8K 0.09% 195
2026
Q1 		$798K Sell
6,936
-373
-5% -$48.5K 0.1% 189
2025
Q4 		$1.13M Buy
7,309
+151
+2% +$22.9K 0.15% 138
2025
Q3 		$1.22M Buy
7,158
+620
+9% +$106K 0.16% 142
2025
Q2 		$978K Buy
6,538
+13
+0.2% +$1.79K 0.14% 173
2025
Q1 		$912K Buy
6,525
+258
+4% +$41.9K 0.14% 172
2024
Q4 		$1.08M Buy
6,267
+370
+6% +$64.5K 0.16% 149
2024
Q3 		$903K Buy
5,897
+1,016
+21% +$141K 0.14% 163
2024
Q2 		$604K Buy
4,881
+432
+10% +$53.2K 0.1% 196
2024
Q1 		$588K Buy
4,449
+124
+3% +$15.5K 0.11% 184
2023
Q4 		$566K Buy
+4,325
New +$468K 0.13% 174

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

Premier Path Wealth Partners's BX Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Blackstone (BX) stake by 3% in Q2 2026, selling an estimated $24.8K and leaving 6,730 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #195.

Premier Path Wealth Partners first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Premier Path Wealth Partners held 6,730 shares of Blackstone worth $792K as of Q2 2026.
  • Premier Path Wealth Partners sold 206 Blackstone shares in Q2 2026, an estimated $24.8K.
  • Blackstone made up 0.09% of Premier Path Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Premier Path Wealth Partners first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Blackstone position peaked at $1.22M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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