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Secure Asset Management’s Blackstone BX Stock Holding History

Secure Asset 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 		$318K Hold
2,704
– – 0.04% 247
2026
Q1 		$311K Buy
2,704
+300
+12% +$39K 0.05% 242
2025
Q4 		$371K Hold
2,404
– – 0.06% 240
2025
Q3 		$404K Hold
2,404
– – 0.07% 209
2025
Q2 		$360K Buy
2,404
+3
+0.1% +$412 0.07% 230
2025
Q1 		$336K Sell
2,401
-50
-2% -$8.12K 0.07% 220
2024
Q4 		$423K Hold
2,451
– – 0.06% 216
2024
Q3 		$375K Sell
2,451
-24
-1% -$3.33K 0.06% 214
2024
Q2 		$306K Sell
2,475
-1,865
-43% -$229K 0.06% 227
2024
Q1 		$570K Sell
4,340
-7,297
-63% -$911K 0.13% 126
2023
Q4 		$1.52M Sell
11,637
-1
-0% -$108 0.41% 56
2023
Q3 		$1.25M Buy
11,638
+108
+0.9% +$11.2K 0.37% 60
2023
Q2 		$1.07M Sell
11,530
-342
-3% -$29.5K 0.33% 75
2023
Q1 		$1.04M Buy
11,872
+14
+0.1% +$1.24K 0.35% 73
2022
Q4 		$880K Sell
11,858
-108
-0.9% -$9.33K 0.32% 77
2022
Q3 		$1M Buy
11,966
+632
+6% +$61.2K 0.56% 31
2022
Q2 		$1.03M Buy
11,334
+97
+0.9% +$10.5K 0.57% 32
2022
Q1 		$1.43M Buy
11,237
+615
+6% +$75K 0.64% 24
2021
Q4 		$1.37M Buy
10,622
+71
+0.7% +$9.47K 0.56% 29
2021
Q3 		$1.23M Buy
10,551
+406
+4% +$47.1K 0.61% 30
2021
Q2 		$985K Buy
10,145
+1,347
+15% +$120K 0.5% 35
2021
Q1 		$656K Buy
8,798
+364
+4% +$25.1K 0.37% 54
2020
Q4 		$547K Buy
8,434
+105
+1% +$6.11K 0.32% 63
2020
Q3 		$435K Buy
8,329
+194
+2% +$10.4K 0.3% 76
2020
Q2 		$461K Buy
8,135
+46
+0.6% +$2.42K 0.33% 84
2020
Q1 		$369K Buy
8,089
+58
+0.7% +$3.21K 0.4% 62
2019
Q4 		$449K Buy
+8,031
New +$417K 0.32% 82

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

Secure Asset Management's BX Position: Q2 2026 in Review

Secure Asset Management held its Blackstone (BX) position steady in Q2 2026 at 2,704 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #247.

Secure Asset Management first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.52M in Q4 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Secure Asset Management held 2,704 shares of Blackstone worth $318K as of Q2 2026.
  • Secure Asset Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #247 holding.
  • Secure Asset Management first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Blackstone position peaked at $1.52M in Q4 2023.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.