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Retirement Planning Company of New England’s Blackstone BX Stock Holding History

Retirement Planning Company of New England’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 		$3.49M Sell
29,689
-232
-0.8% -$27.9K 1.26% 15
2026
Q1 		$3.44M Buy
29,921
+1,515
+5% +$197K 1.4% 13
2025
Q4 		$4.38M Buy
28,406
+1,034
+4% +$157K 1.76% 13
2025
Q3 		$4.68M Sell
27,372
-904
-3% -$155K 1.88% 8
2025
Q2 		$4.23M Buy
28,276
+494
+2% +$67.9K 1.88% 9
2025
Q1 		$3.88M Buy
27,782
+2,170
+8% +$352K 1.93% 8
2024
Q4 		$4.42M Sell
25,612
-233
-0.9% -$40.6K 2.14% 5
2024
Q3 		$3.96M Sell
25,845
-907
-3% -$126K 1.97% 5
2024
Q2 		$3.31M Sell
26,752
-40
-0.1% -$4.92K 1.8% 8
2024
Q1 		$3.52M Sell
26,792
-1,320
-5% -$165K 1.93% 6
2023
Q4 		$3.68M Buy
28,112
+2,330
+9% +$252K 1.66% 12
2023
Q3 		$2.76M Sell
25,782
-5,072
-16% -$528K 1.54% 14
2023
Q2 		$2.87M Buy
30,854
+169
+0.6% +$14.6K 1.65% 8
2023
Q1 		$2.7M Sell
30,685
-334
-1% -$29.5K 1.64% 7
2022
Q4 		$2.3M Buy
31,019
+1,983
+7% +$171K 1.5% 9
2022
Q3 		$2.43M Buy
29,036
+794
+3% +$76.9K 1.76% 8
2022
Q2 		$2.58M Buy
28,242
+318
+1% +$34.3K 1.76% 6
2022
Q1 		$3.54M Buy
27,924
+1,489
+6% +$182K 2% 4
2021
Q4 		$3.42M Buy
+26,435
New +$3.52M 1.66% 5

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Retirement Planning Company of New England's BX Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Blackstone (BX) stake by 0.78% in Q2 2026, selling an estimated $27.9K and leaving 29,689 shares worth $3.49M. The position accounts for 1.26% of the portfolio, ranked #15.

Retirement Planning Company of New England first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.68M in Q3 2025. 1,618 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Retirement Planning Company of New England held 29,689 shares of Blackstone worth $3.49M as of Q2 2026.
  • Retirement Planning Company of New England sold 232 Blackstone shares in Q2 2026, an estimated $27.9K.
  • Blackstone made up 1.26% of Retirement Planning Company of New England's portfolio in Q2 2026, its #15 holding.
  • Retirement Planning Company of New England first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Blackstone position peaked at $4.68M in Q3 2025.
  • 1,618 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.