Raffa Wealth Management’s Blackstone BX Stock Holding History

Raffa 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	$20.1K	Buy	171 +15	+10%	+$1.8K	﹤0.01%	289
2026 Q1	$17.9K	Buy	156 +1	+0.6%	+$130	﹤0.01%	287
2025 Q4	$23.9K	Buy	155 +21	+16%	+$3.19K	﹤0.01%	242
2025 Q3	$22.9K	Sell	134 -11	-8%	-$1.89K	﹤0.01%	246
2025 Q2	$21.7K	Buy	145 +12	+9%	+$1.65K	﹤0.01%	262
2025 Q1	$18.6K	Hold	133	–	–	﹤0.01%	234
2024 Q4	$22.9K	Buy	133 +14	+12%	+$2.44K	0.01%	216
2024 Q3	$18.2K	Hold	119	–	–	﹤0.01%	235
2024 Q2	$14.7K	Hold	119	–	–	﹤0.01%	385
2024 Q1	$15.6K	Hold	119	–	–	﹤0.01%	356
2023 Q4	$15.6K	Buy	119 +10	+9%	+$1.08K	﹤0.01%	232
2023 Q3	$11.7K	Buy	109 +63	+137%	+$6.56K	﹤0.01%	256
2023 Q2	$4.28K	Hold	46	–	–	﹤0.01%	420
2023 Q1	$4.04K	Hold	46	–	–	﹤0.01%	439
2022 Q4	$3.41K	Hold	46	–	–	﹤0.01%	460
2022 Q3	$3.85K	Hold	46	–	–	﹤0.01%	443
2022 Q2	$4.2K	Hold	46	–	–	﹤0.01%	428
2022 Q1	$5.84K	Hold	46	–	–	﹤0.01%	379
2021 Q4	$5.95K	Buy	+46	New	+$6.13K	﹤0.01%	394

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raffa Wealth Management increased its Blackstone (BX) stake by 9.6% in Q2 2026, buying an estimated $1.8K and bringing the position to 171 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Raffa Wealth Management first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.9K in Q4 2025. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Raffa Wealth Management held 171 shares of Blackstone worth $20.1K as of Q2 2026.
Raffa Wealth Management bought 15 Blackstone shares in Q2 2026, an estimated $1.8K.
Blackstone made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #289 holding.
Raffa Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Raffa Wealth Management's Blackstone position peaked at $23.9K in Q4 2025.
2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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