Private Wealth Asset Management’s Blackstone BX Stock Holding History

Private Wealth Asset 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	$128K	Sell	1,090 -393	-27%	-$47.2K	0.01%	308
2026 Q1	$171K	Buy	1,483 +617	+71%	+$80.3K	0.02%	280
2025 Q4	$133K	Sell	866 -126	-13%	-$19.1K	0.01%	296
2025 Q3	$169K	Buy	992 +35	+4%	+$6K	0.02%	256
2025 Q2	$143K	Sell	957 -660	-41%	-$90.7K	0.02%	272
2025 Q1	$226K	Buy	+1,617	New	+$262K	0.03%	213

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

Private Wealth Asset Management's BX Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Blackstone (BX) stake by 27% in Q2 2026, selling an estimated $47.2K and leaving 1,090 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #308.

Private Wealth Asset Management first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $226K in Q1 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Private Wealth Asset Management held 1,090 shares of Blackstone worth $128K as of Q2 2026.
Private Wealth Asset Management sold 393 Blackstone shares in Q2 2026, an estimated $47.2K.
Blackstone made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #308 holding.
Private Wealth Asset Management first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Blackstone position peaked at $226K in Q1 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.