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Prentice Wealth Management’s Blackstone BX Stock Holding History

Prentice Wealth Management’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 		$799K Buy
6,787
+531
+8% +$63.8K 0.16% 63
2026
Q1 		$719K Buy
6,256
+80
+1% +$10.4K 0.16% 69
2025
Q4 		$952K Buy
6,176
+279
+5% +$42.4K 0.22% 57
2025
Q3 		$1.01M Buy
5,897
+130
+2% +$22.3K 0.25% 48
2025
Q2 		$863K Sell
5,767
-44
-0.8% -$6.05K 0.23% 49
2025
Q1 		$812K Sell
5,811
-465
-7% -$75.5K 0.23% 50
2024
Q4 		$1.08M Sell
6,276
-56
-0.9% -$9.76K 0.31% 42
2024
Q3 		$970K Sell
6,332
-213
-3% -$29.6K 0.29% 45
2024
Q2 		$810K Sell
6,545
-131
-2% -$16.1K 0.26% 48
2024
Q1 		$877K Buy
6,676
+338
+5% +$42.2K 0.3% 44
2023
Q4 		$830K Buy
6,338
+141
+2% +$15.3K 0.32% 38
2023
Q3 		$664K Sell
6,197
-75
-1% -$7.81K 0.3% 43
2023
Q2 		$583K Buy
6,272
+218
+4% +$18.8K 0.26% 45
2023
Q1 		$532K Sell
6,054
-100
-2% -$8.83K 0.25% 45
2022
Q4 		$457K Sell
6,154
-73
-1% -$6.3K 0.23% 50
2022
Q3 		$521K Buy
6,227
+1,652
+36% +$160K 0.28% 36
2022
Q2 		$417K Buy
4,575
+85
+2% +$9.18K 0.42% 25
2022
Q1 		$570K Buy
4,490
+162
+4% +$19.8K 0.27% 40
2021
Q4 		$560K Sell
4,328
-139
-3% -$18.5K 0.26% 41
2021
Q3 		$520K Sell
4,467
-4
-0.1% -$464 0.25% 42
2021
Q2 		$434K Buy
4,471
+198
+5% +$17.6K 0.22% 49
2021
Q1 		$318K Buy
+4,273
New +$295K 0.18% 56

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

Prentice Wealth Management's BX Position: Q2 2026 in Review

Prentice Wealth Management increased its Blackstone (BX) stake by 8.5% in Q2 2026, buying an estimated $63.8K and bringing the position to 6,787 shares worth $799K. The position accounts for 0.16% of the portfolio, ranked #63.

Prentice Wealth Management first reported a position in BX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.08M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Prentice Wealth Management held 6,787 shares of Blackstone worth $799K as of Q2 2026.
  • Prentice Wealth Management bought 531 Blackstone shares in Q2 2026, an estimated $63.8K.
  • Blackstone made up 0.16% of Prentice Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Prentice Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 22 quarters since.
  • Prentice Wealth Management's Blackstone position peaked at $1.08M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.