RW Investment Management’s Blackstone BX Stock Holding History

RW Investment 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	$947K	Sell	8,050 -200	-2%	-$24K	0.08%	51
2026 Q1	$949K	Buy	+8,250	New	+$1.07M	0.09%	46
2025 Q3	$1.41M	Hold	8,250	–	–	0.15%	34
2025 Q2	$1.23M	Sell	8,250 -750	-8%	-$103K	0.14%	34
2025 Q1	$1.26M	Hold	9,000	–	–	0.15%	31
2024 Q4	$1.55M	Hold	9,000	–	–	0.19%	26
2024 Q3	$1.38M	Sell	9,000 -100	-1%	-$13.9K	0.17%	30
2024 Q2	$1.13M	Hold	9,100	–	–	0.15%	30
2024 Q1	$1.2M	Buy	9,100 +2,500	+38%	+$312K	0.17%	27
2023 Q4	$864K	Hold	6,600	–	–	0.13%	32
2023 Q3	$707K	Hold	6,600	–	–	0.13%	35
2023 Q2	$614K	Hold	6,600	–	–	0.13%	45
2023 Q1	$580K	Hold	6,600	–	–	0.16%	43
2022 Q4	$490K	Buy	+6,600	New	+$570K	0.19%	46

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RW Investment Management's BX Position: Q2 2026 in Review

RW Investment Management reduced its Blackstone (BX) stake by 2.4% in Q2 2026, selling an estimated $24K and leaving 8,050 shares worth $947K. The position accounts for 0.08% of the portfolio, ranked #51.

RW Investment Management first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

RW Investment Management held 8,050 shares of Blackstone worth $947K as of Q2 2026.
RW Investment Management sold 200 Blackstone shares in Q2 2026, an estimated $24K.
Blackstone made up 0.08% of RW Investment Management's portfolio in Q2 2026, its #51 holding.
RW Investment Management first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Blackstone position peaked at $1.55M in Q4 2024.
2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.