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Robertson Stephens Wealth Management’s Blackstone BX Stock Holding History

Robertson Stephens 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 		$8.38M Buy
71,237
+776
+1% +$93.2K 0.21% 90
2026
Q1 		$8.1M Buy
70,461
+4,612
+7% +$600K 0.23% 86
2025
Q4 		$10.1M Buy
65,849
+57,381
+678% +$8.72M 0.26% 72
2025
Q3 		$1.45M Buy
8,468
+1,301
+18% +$223K 0.04% 213
2025
Q2 		$1.07M Buy
7,167
+1,539
+27% +$211K 0.03% 263
2025
Q1 		$787K Buy
5,628
+724
+15% +$118K 0.03% 293
2024
Q4 		$845K Sell
4,904
-2,787
-36% -$486K 0.03% 275
2024
Q3 		$1.18M Buy
7,691
+4,034
+110% +$560K 0.04% 259
2024
Q2 		$453K Sell
3,657
-213
-6% -$26.2K 0.02% 347
2024
Q1 		$508K Buy
3,870
+1,596
+70% +$199K 0.03% 339
2023
Q4 		$298K Sell
2,274
-1,711
-43% -$185K 0.02% 383
2023
Q3 		$427K Buy
3,985
+521
+15% +$54.3K 0.03% 325
2023
Q2 		$322K Buy
+3,464
New +$299K 0.02% 344
2022
Q2 		– Sell
-2,641
Closed -$335K – 380
2022
Q1 		$335K Sell
2,641
-2,469
-48% -$301K 0.03% 294
2021
Q4 		$661K Buy
+5,110
New +$681K 0.06% 232

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

Robertson Stephens Wealth Management's BX Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Blackstone (BX) stake by 1.1% in Q2 2026, buying an estimated $93.2K and bringing the position to 71,237 shares worth $8.38M. The position accounts for 0.21% of the portfolio, ranked #90.

Robertson Stephens Wealth Management first reported a position in BX in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.1M in Q4 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Robertson Stephens Wealth Management held 71,237 shares of Blackstone worth $8.38M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 776 Blackstone shares in Q2 2026, an estimated $93.2K.
  • Blackstone made up 0.21% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Robertson Stephens Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 15 quarters since.
  • Robertson Stephens Wealth Management's Blackstone position peaked at $10.1M in Q4 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.