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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
2022
Q1 		– Sell
-600
Closed -$71K – 557
2021
Q4 		$71K Buy
+600
New +$80K ﹤0.01% 537
2021
Q3 		– Sell
-1,000
Closed -$14K – 526
2021
Q2 		$14K Buy
+1,000
New +$88.8K ﹤0.01% 530

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 $3.38T AUM 44.17% 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. 2,164 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.
  • 2,164 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.