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RMG Wealth Management’s Blackstone BX Stock Holding History

RMG 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 		$24.2K Hold
165
– – ﹤0.01% 218
2026
Q1 		$20K Hold
165
– – ﹤0.01% 231
2025
Q4 		$25.8K Sell
165
-194
-54% -$29.5K ﹤0.01% 192
2025
Q3 		$57.7K Buy
359
+90
+33% +$15.4K 0.01% 130
2025
Q2 		$46.2K Buy
+269
New +$37K 0.01% 139

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

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

RMG Wealth Management held its Blackstone (BX) position steady in Q2 2026 at 165 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

RMG Wealth Management first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $57.7K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • RMG Wealth Management held 165 shares of Blackstone worth $24.2K as of Q2 2026.
  • RMG Wealth Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #218 holding.
  • RMG Wealth Management first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Blackstone position peaked at $57.7K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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