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Rockline Wealth Management’s Blackstone BX Stock Holding History

Rockline 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 		$2.58M Sell
21,914
-1,272
-5% -$153K 0.49% 52
2026
Q1 		$2.67M Sell
23,186
-17,135
-42% -$2.23M 0.58% 49
2025
Q4 		$6.22M Buy
40,321
+280
+0.7% +$42.5K 1.27% 20
2025
Q3 		$6.84M Buy
40,041
+86
+0.2% +$14.7K 1.42% 18
2025
Q2 		$5.98M Buy
39,955
+85
+0.2% +$11.7K 1.41% 16
2025
Q1 		$5.57M Buy
39,870
+674
+2% +$109K 1.55% 15
2024
Q4 		$6.76M Buy
39,196
+33
+0.1% +$5.75K 1.81% 11
2024
Q3 		$6M Buy
39,163
+781
+2% +$108K 1.69% 14
2024
Q2 		$4.75M Buy
38,382
+485
+1% +$59.7K 1.47% 14
2024
Q1 		$4.98M Buy
37,897
+5,679
+18% +$709K 1.74% 13
2023
Q4 		$4.22M Buy
+32,218
New +$3.49M 1.75% 15

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

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

Rockline Wealth Management reduced its Blackstone (BX) stake by 5.5% in Q2 2026, selling an estimated $153K and leaving 21,914 shares worth $2.58M. The position accounts for 0.49% of the portfolio, ranked #52.

Rockline Wealth Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.84M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Rockline Wealth Management held 21,914 shares of Blackstone worth $2.58M as of Q2 2026.
  • Rockline Wealth Management sold 1,272 Blackstone shares in Q2 2026, an estimated $153K.
  • Blackstone made up 0.49% of Rockline Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Rockline Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Blackstone position peaked at $6.84M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.