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Segment Wealth Management’s Blackstone BX Stock Holding History

Segment 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 		$855K Buy
7,268
+1,013
+16% +$122K 0.04% 189
2026
Q1 		$719K Sell
6,255
-2,053
-25% -$267K 0.04% 191
2025
Q4 		$1.28M Buy
8,308
+883
+12% +$134K 0.07% 141
2025
Q3 		$1.27M Sell
7,425
-5,747
-44% -$985K 0.08% 141
2025
Q2 		$1.97M Sell
13,172
-82,747
-86% -$11.4M 0.13% 108
2025
Q1 		$13.4M Buy
95,919
+9,215
+11% +$1.5M 0.91% 43
2024
Q4 		$14.9M Buy
86,704
+74,444
+607% +$13M 1.02% 36
2024
Q3 		$1.88M Hold
12,260
– – 0.13% 103
2024
Q2 		$1.52M Hold
12,260
– – 0.11% 113
2024
Q1 		$1.61M Hold
12,260
– – 0.12% 111
2023
Q4 		$1.61M Sell
12,260
-100
-0.8% -$10.8K 0.14% 102
2023
Q3 		$1.32M Hold
12,360
– – 0.13% 100
2023
Q2 		$1.15M Sell
12,360
-350
-3% -$30.2K 0.12% 106
2023
Q1 		$1.12M Sell
12,710
-1,500
-11% -$132K 0.13% 99
2022
Q4 		$1.05M Sell
14,210
-96,344
-87% -$8.32M 0.12% 103
2022
Q3 		$9.25M Buy
110,554
+5,171
+5% +$501K 1.16% 29
2022
Q2 		$9.61M Buy
105,383
+5,872
+6% +$634K 1.22% 29
2022
Q1 		$12.6M Buy
99,511
+5,946
+6% +$725K 1.3% 15
2021
Q4 		$12.1M Sell
93,565
-305
-0.3% -$40.7K 1.27% 18
2021
Q3 		$10.9M Buy
93,870
+1,677
+2% +$195K 1.3% 16
2021
Q2 		$8.96M Buy
92,193
+82,793
+881% +$7.35M 1.06% 31
2021
Q1 		$701K Sell
9,400
-1,774
-16% -$122K 0.09% 131
2020
Q4 		$724K Buy
11,174
+344
+3% +$20K 0.1% 123
2020
Q3 		$565K Hold
10,830
– – 0.09% 130
2020
Q2 		$614K Hold
10,830
– – 0.11% 112
2020
Q1 		$494K Sell
10,830
-899
-8% -$49.7K 0.11% 118
2019
Q4 		$656K Buy
11,729
+1,549
+15% +$80.4K 0.11% 124
2019
Q3 		$497K Hold
10,180
– – 0.1% 128
2019
Q2 		$452K Hold
10,180
– – 0.09% 131
2019
Q1 		$356K Buy
+10,180
New +$340K 0.08% 145

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

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

Segment Wealth Management increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 7,268 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #189.

Segment Wealth Management first reported a position in BX in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.9M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Segment Wealth Management held 7,268 shares of Blackstone worth $855K as of Q2 2026.
  • Segment Wealth Management bought 1,013 Blackstone shares in Q2 2026, an estimated $122K.
  • Blackstone made up 0.04% of Segment Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Segment Wealth Management first reported a position in Blackstone in Q1 2019 and has held it in 30 quarters since.
  • Segment Wealth Management's Blackstone position peaked at $14.9M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.