Private Wealth Management Group’s Blackstone BX Stock Holding History

Private Wealth Management Group’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	$99.8K	Buy	848 +525	+163%	+$63.1K	0.02%	165
2026 Q1	$37.1K	Buy	323 +14	+5%	+$1.82K	0.01%	231
2025 Q4	$47.6K	Hold	309	–	–	0.01%	200
2025 Q3	$52.8K	Buy	309 +291	+1,617%	+$49.9K	0.01%	186
2025 Q2	$2.69K	Hold	18	–	–	﹤0.01%	986
2025 Q1	$2.52K	Hold	18	–	–	﹤0.01%	982
2024 Q4	$3.1K	Hold	18	–	–	﹤0.01%	929
2024 Q3	$2.76K	Hold	18	–	–	﹤0.01%	954
2024 Q2	$2.23K	Hold	18	–	–	﹤0.01%	1009
2024 Q1	$2.37K	Hold	18	–	–	﹤0.01%	896
2023 Q4	$2.36K	Buy	+18	New	+$1.95K	﹤0.01%	908

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 Management Group's BX Position: Q2 2026 in Review

Private Wealth Management Group increased its Blackstone (BX) stake by 163% in Q2 2026, buying an estimated $63.1K and bringing the position to 848 shares worth $99.8K. The position accounts for 0.02% of the portfolio, ranked #165.

Private Wealth Management Group first reported a position in BX in Q4 2023 and has held it in 11 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Private Wealth Management Group held 848 shares of Blackstone worth $99.8K as of Q2 2026.
Private Wealth Management Group bought 525 Blackstone shares in Q2 2026, an estimated $63.1K.
Blackstone made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #165 holding.
Private Wealth Management Group first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.