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Royal Capital Wealth Management’s Blackstone BX Stock Holding History

Royal Capital 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
Q1 		$2.01M Buy
17,479
+17
+0.1% +$2.21K 1.25% 20
2025
Q4 		$2.69M Buy
17,462
+14
+0.1% +$2.13K 1.59% 15
2025
Q3 		$2.98M Sell
17,448
-195
-1% -$33.4K 1.83% 13
2025
Q2 		$2.64M Buy
17,643
+10
+0.1% +$1.37K 1.76% 14
2025
Q1 		$2.46M Buy
17,633
+12
+0.1% +$1.95K 1.73% 16
2024
Q4 		$3.04M Sell
17,621
-387
-2% -$67.4K 2.13% 13
2024
Q3 		$2.76M Sell
18,008
-291
-2% -$40.4K 1.95% 16
2024
Q2 		$2.27M Buy
18,299
+10
+0.1% +$1.23K 1.71% 17
2024
Q1 		$2.4M Buy
18,289
+11
+0.1% +$1.37K 1.89% 17
2023
Q4 		$2.39M Buy
18,278
+11
+0.1% +$1.19K 2.07% 13
2023
Q3 		$1.96M Sell
18,267
-89
-0.5% -$9.27K 1.88% 14
2023
Q2 		$1.71M Buy
18,356
+14
+0.1% +$1.21K 1.61% 16
2023
Q1 		$1.61M Sell
18,342
-785
-4% -$69.3K 1.62% 18
2022
Q4 		$1.42M Buy
19,127
+13
+0.1% +$1.12K 1.51% 19
2022
Q3 		$1.6M Buy
19,114
+17
+0.1% +$1.65K 1.86% 15
2022
Q2 		$1.74M Sell
19,097
-63
-0.3% -$6.8K 1.89% 16
2022
Q1 		$2.43M Buy
19,160
+36
+0.2% +$4.39K 2.38% 12
2021
Q4 		$2.47M Buy
+19,124
New +$2.55M 2.4% 10

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Capital Wealth Management's BX Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Blackstone (BX) stake by 0.1% in Q1 2026, buying an estimated $2.21K and bringing the position to 17,479 shares worth $2.01M. The position accounts for 1.25% of the portfolio, ranked #20.

Royal Capital Wealth Management first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.04M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Royal Capital Wealth Management held 17,479 shares of Blackstone worth $2.01M as of Q1 2026.
  • Royal Capital Wealth Management bought 17 Blackstone shares in Q1 2026, an estimated $2.21K.
  • Blackstone made up 1.25% of Royal Capital Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Royal Capital Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's Blackstone position peaked at $3.04M in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.