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RKL Wealth Management’s Blackstone BX Stock Holding History

RKL 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 		$2.97M Sell
25,272
-527
-2% -$63.3K 0.24% 51
2026
Q1 		$2.97M Sell
25,799
-991
-4% -$129K 0.27% 53
2025
Q4 		$4.13M Buy
26,790
+1,244
+5% +$189K 0.34% 40
2025
Q3 		$4.36M Sell
25,546
-2,446
-9% -$419K 0.37% 37
2025
Q2 		$4.19M Sell
27,992
-1,092
-4% -$150K 0.37% 38
2025
Q1 		$4.07M Buy
29,084
+548
+2% +$88.9K 0.38% 43
2024
Q4 		$4.92M Sell
28,536
-46
-0.2% -$8.02K 0.44% 37
2024
Q3 		$4.38M Buy
28,582
+540
+2% +$74.9K 0.4% 36
2024
Q2 		$3.47M Buy
28,042
+1,162
+4% +$143K 0.33% 43
2024
Q1 		$3.53M Buy
26,880
+1,344
+5% +$168K 0.35% 43
2023
Q4 		$3.34M Buy
25,536
+1,156
+5% +$125K 0.36% 44
2023
Q3 		$2.61M Sell
24,380
-227
-0.9% -$23.6K 0.32% 47
2023
Q2 		$2.29M Sell
24,607
-89
-0.4% -$7.69K 0.27% 52
2023
Q1 		$2.17M Sell
24,696
-327
-1% -$28.9K 0.27% 53
2022
Q4 		$1.86M Buy
25,023
+117
+0.5% +$10.1K 0.25% 55
2022
Q3 		$2.08M Sell
24,906
-294
-1% -$28.5K 0.3% 50
2022
Q2 		$2.3M Buy
25,200
+64
+0.3% +$6.91K 0.32% 48
2022
Q1 		$3.19M Sell
25,136
-546
-2% -$66.6K 0.38% 40
2021
Q4 		$3.32M Sell
25,682
-573
-2% -$76.4K 0.39% 40
2021
Q3 		$3.06M Sell
26,255
-453
-2% -$52.6K 0.39% 41
2021
Q2 		$2.59M Sell
26,708
-730
-3% -$64.8K 0.33% 42
2021
Q1 		$2.04M Sell
27,438
-824
-3% -$56.9K 0.27% 50
2020
Q4 		$1.83M Buy
28,262
+122
+0.4% +$7.1K 0.26% 55
2020
Q3 		$1.47M Buy
28,140
+196
+0.7% +$10.5K 0.23% 59
2020
Q2 		$1.58M Buy
+27,944
New +$1.47M 0.27% 53

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

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

RKL Wealth Management reduced its Blackstone (BX) stake by 2% in Q2 2026, selling an estimated $63.3K and leaving 25,272 shares worth $2.97M. The position accounts for 0.24% of the portfolio, ranked #51.

RKL Wealth Management first reported a position in BX in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.92M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • RKL Wealth Management held 25,272 shares of Blackstone worth $2.97M as of Q2 2026.
  • RKL Wealth Management sold 527 Blackstone shares in Q2 2026, an estimated $63.3K.
  • Blackstone made up 0.24% of RKL Wealth Management's portfolio in Q2 2026, its #51 holding.
  • RKL Wealth Management first reported a position in Blackstone in Q2 2020 and has held it in 25 quarters since.
  • RKL Wealth Management's Blackstone position peaked at $4.92M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.