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Retirement Wealth Solutions’s Blackstone BX Stock Holding History

Retirement Wealth Solutions’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 		$471 Hold
4
– – ﹤0.01% 736
2026
Q1 		$460 Hold
4
– – ﹤0.01% 735
2025
Q4 		$617 Sell
4
-7
-64% -$1.06K ﹤0.01% 649
2025
Q3 		$1.88K Buy
+11
New +$1.89K ﹤0.01% 451

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Wealth Solutions's BX Position: Q2 2026 in Review

Retirement Wealth Solutions held its Blackstone (BX) position steady in Q2 2026 at 4 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Retirement Wealth Solutions first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.88K in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Retirement Wealth Solutions held 4 shares of Blackstone worth $471 as of Q2 2026.
  • Retirement Wealth Solutions left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #736 holding.
  • Retirement Wealth Solutions first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Blackstone position peaked at $1.88K in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.