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Ritholtz Wealth Management’s Blackstone BX Stock Holding History

Ritholtz 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 		$2M Buy
16,985
+2,240
+15% +$269K 0.03% 413
2026
Q1 		$1.7M Sell
14,745
-2,661
-15% -$346K 0.03% 415
2025
Q4 		$2.68M Buy
17,406
+259
+2% +$39.4K 0.05% 277
2025
Q3 		$2.93M Buy
17,147
+2,356
+16% +$404K 0.06% 238
2025
Q2 		$2.21M Buy
14,791
+2,810
+23% +$386K 0.05% 271
2025
Q1 		$1.67M Buy
11,981
+2,206
+23% +$358K 0.05% 285
2024
Q4 		$1.69M Sell
9,775
-464
-5% -$80.8K 0.05% 261
2024
Q3 		$1.57M Buy
10,239
+969
+10% +$134K 0.05% 280
2024
Q2 		$1.15M Buy
9,270
+201
+2% +$24.7K 0.04% 322
2024
Q1 		$1.19M Buy
9,069
+1,169
+15% +$146K 0.04% 311
2023
Q4 		$1.03M Buy
7,900
+38
+0.5% +$4.11K 0.04% 305
2023
Q3 		$842K Buy
7,862
+1,749
+29% +$182K 0.04% 327
2023
Q2 		$568K Sell
6,113
-3,885
-39% -$336K 0.03% 404
2023
Q1 		$878K Buy
9,998
+1,386
+16% +$122K 0.04% 290
2022
Q4 		$639K Sell
8,612
-1,655
-16% -$143K 0.04% 320
2022
Q3 		$859K Sell
10,267
-910
-8% -$88.1K 0.05% 276
2022
Q2 		$1.02M Sell
11,177
-1,915
-15% -$207K 0.06% 177
2022
Q1 		$1.66M Buy
13,092
+46
+0.4% +$5.61K 0.11% 113
2021
Q4 		$1.69M Buy
13,046
+424
+3% +$56.5K 0.1% 93
2021
Q3 		$1.47M Buy
12,622
+2,894
+30% +$336K 0.1% 96
2021
Q2 		$945K Buy
9,728
+677
+7% +$60.1K 0.07% 150
2021
Q1 		$675K Buy
9,051
+1,400
+18% +$96.7K 0.06% 163
2020
Q4 		$496K Buy
7,651
+1,738
+29% +$101K 0.05% 167
2020
Q3 		$309K Buy
5,913
+850
+17% +$45.5K 0.03% 203
2020
Q2 		$287K Buy
+5,063
New +$266K 0.04% 184
2020
Q1 		– Sell
-3,831
Closed -$214K – 184
2019
Q4 		$214K Buy
+3,831
New +$199K 0.03% 133

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

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

Ritholtz Wealth Management increased its Blackstone (BX) stake by 15% in Q2 2026, buying an estimated $269K and bringing the position to 16,985 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #413.

Ritholtz Wealth Management first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.93M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Ritholtz Wealth Management held 16,985 shares of Blackstone worth $2M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,240 Blackstone shares in Q2 2026, an estimated $269K.
  • Blackstone made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Ritholtz Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
  • Ritholtz Wealth Management's Blackstone position peaked at $2.93M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.