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Principle Wealth Partners’s Blackstone BX Stock Holding History

Principle 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 		$2.86M Buy
24,324
+459
+2% +$55.2K 0.14% 125
2026
Q1 		$2.74M Sell
23,865
-5,940
-20% -$773K 0.16% 110
2025
Q4 		$4.59M Sell
29,805
-2,122
-7% -$322K 0.26% 76
2025
Q3 		$5.45M Sell
31,927
-134
-0.4% -$23K 0.32% 63
2025
Q2 		$4.8M Buy
32,061
+8,279
+35% +$1.14M 0.3% 71
2025
Q1 		$3.32M Buy
23,782
+5,625
+31% +$913K 0.24% 92
2024
Q4 		$3.13M Buy
18,157
+100
+0.6% +$17.4K 0.22% 99
2024
Q3 		$2.77M Sell
18,057
-1,040
-5% -$144K 0.2% 107
2024
Q2 		$2.36M Sell
19,097
-490
-3% -$60.3K 0.18% 113
2024
Q1 		$2.57M Buy
19,587
+320
+2% +$40K 0.2% 109
2023
Q4 		$2.52M Sell
19,267
-552
-3% -$59.7K 0.22% 101
2023
Q3 		$2.12M Buy
19,819
+2
+0% +$208 0.21% 104
2023
Q2 		$1.84M Buy
19,817
+100
+0.5% +$8.64K 0.19% 107
2023
Q1 		$1.73M Sell
19,717
-1,200
-6% -$106K 0.19% 107
2022
Q4 		$1.55M Hold
20,917
– – 0.18% 105
2022
Q3 		$1.75M Buy
20,917
+250
+1% +$24.2K 0.17% 92
2022
Q2 		$1.89M Buy
20,667
+312
+2% +$33.7K 0.23% 93
2022
Q1 		$2.58M Buy
20,355
+220
+1% +$26.8K 0.27% 82
2021
Q4 		$2.6M Sell
20,135
-25
-0.1% -$3.33K 0.27% 77
2021
Q3 		$2.35M Buy
20,160
+85
+0.4% +$9.86K 0.27% 79
2021
Q2 		$1.95M Sell
20,075
-3,475
-15% -$309K 0.22% 92
2021
Q1 		$1.75M Hold
23,550
– – 0.21% 93
2020
Q4 		$1.53M Buy
23,550
+7,650
+48% +$445K 0.2% 95
2020
Q3 		$830K Buy
15,900
+200
+1% +$10.7K 0.23% 58
2020
Q2 		$890K Hold
15,700
– – 0.26% 54
2020
Q1 		$715K Buy
15,700
+1,550
+11% +$85.7K 0.27% 56
2019
Q4 		$792K Buy
14,150
+900
+7% +$46.7K 0.25% 66
2019
Q3 		$647K Buy
+13,250
New +$646K 0.22% 78

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

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

Principle Wealth Partners increased its Blackstone (BX) stake by 1.9% in Q2 2026, buying an estimated $55.2K and bringing the position to 24,324 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #125.

Principle Wealth Partners first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.45M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Principle Wealth Partners held 24,324 shares of Blackstone worth $2.86M as of Q2 2026.
  • Principle Wealth Partners bought 459 Blackstone shares in Q2 2026, an estimated $55.2K.
  • Blackstone made up 0.14% of Principle Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Principle Wealth Partners first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Principle Wealth Partners's Blackstone position peaked at $5.45M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.