Sagespring Wealth Partners’s Blackstone BX Stock Holding History

Sagespring Wealth Partners’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	$1.44M	Buy	12,197 +1,796	+17%	+$216K	0.02%	276
2026 Q1	$1.2M	Sell	10,401 -1,739	-14%	-$226K	0.02%	282
2025 Q4	$1.87M	Buy	12,140 +945	+8%	+$144K	0.03%	193
2025 Q3	$1.91M	Buy	11,195 +1,150	+11%	+$197K	0.04%	187
2025 Q2	$1.5M	Sell	10,045 -2,047	-17%	-$281K	0.03%	210
2025 Q1	$1.69M	Buy	12,092 +2,470	+26%	+$401K	0.04%	169
2024 Q4	$1.66M	Buy	+9,622	New	+$1.68M	0.04%	160

Other funds holding BX

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCP

Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sagespring Wealth Partners's BX Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Blackstone (BX) stake by 17% in Q2 2026, buying an estimated $216K and bringing the position to 12,197 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #276.

Sagespring Wealth Partners first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q3 2025. 1,417 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Sagespring Wealth Partners held 12,197 shares of Blackstone worth $1.44M as of Q2 2026.
Sagespring Wealth Partners bought 1,796 Blackstone shares in Q2 2026, an estimated $216K.
Blackstone made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #276 holding.
Sagespring Wealth Partners first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Blackstone position peaked at $1.91M in Q3 2025.
1,417 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.