Redwood Wealth Management Group’s Blackstone BX Stock Holding History

Redwood 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	–	Sell	-2,385	Closed	-$274K	–	20
2026 Q1	$274K	Hold	2,385	–	–	0.12%	141
2025 Q4	$368K	Sell	2,385 -60	-2%	-$9.12K	0.15%	117
2025 Q3	$418K	Hold	2,445	–	–	0.18%	111
2025 Q2	$366K	Sell	2,445 -10	-0.4%	-$1.37K	0.16%	121
2025 Q1	$343K	Sell	2,455 -355	-13%	-$57.6K	0.17%	112
2024 Q4	$484K	Sell	2,810 -100	-3%	-$17.4K	0.24%	97
2024 Q3	$446K	Hold	2,910	–	–	0.22%	95
2024 Q2	$360K	Buy	2,910 +5	+0.2%	+$615	0.27%	83
2024 Q1	$382K	Sell	2,905 -30	-1%	-$3.75K	0.4%	76
2023 Q4	$384K	Hold	2,935	–	–	0.43%	75
2023 Q3	$314K	Hold	2,935	–	–	0.37%	84
2023 Q2	$273K	Buy	2,935 +10	+0.3%	+$864	0.3%	94
2023 Q1	$257K	Sell	2,925 -200	-6%	-$17.7K	0.29%	104
2022 Q4	$232K	Buy	+3,125	New	+$270K	0.29%	98

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 $3.38T AUM 44.17% 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

Redwood Wealth Management Group's BX Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,385 shares — an estimated $274K sold.

Redwood Wealth Management Group first reported a position in BX in Q4 2022 and held it in 14 quarters. The position peaked at $484K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Redwood Wealth Management Group reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 2,385 Blackstone shares in Q2 2026, an estimated $274K.
Redwood Wealth Management Group first reported a position in Blackstone in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's Blackstone position peaked at $484K in Q4 2024.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.