Selective Wealth Management’s Blackstone BX Stock Holding History

Selective 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	$249K	Buy	1,963 +208	+12%	+$25K	0.07%	116
2026 Q1	$210K	Sell	1,755 -52	-3%	-$6.76K	0.06%	114
2025 Q4	$291K	Sell	1,807 -3	-0.2%	-$456	0.09%	89
2025 Q3	$298K	Hold	1,810	–	–	0.1%	82
2025 Q2	$287K	Hold	1,810	–	–	0.1%	82
2025 Q1	$230K	Hold	1,810	–	–	0.1%	90
2024 Q4	$306K	Hold	1,810	–	–	0.12%	74
2024 Q3	$270K	Hold	1,810	–	–	0.11%	89
2024 Q2	$220K	Sell	1,810 -804	-31%	-$98.9K	0.1%	96
2024 Q1	$330K	Hold	2,614	–	–	0.14%	74
2023 Q4	$321K	Hold	2,614	–	–	0.16%	63
2023 Q3	$272K	Sell	2,614 -500	-16%	-$52.1K	0.15%	64
2023 Q2	$291K	Buy	+3,114	New	+$269K	0.15%	79
2022 Q4	$318K	Buy	3,737 +5	+0.1%	+$432	0.17%	81
2022 Q3	$312K	Sell	3,732 -393	-10%	-$38.1K	0.13%	91
2022 Q2	$376K	Hold	4,125	–	–	0.13%	97
2022 Q1	$524K	Hold	4,125	–	–	0.19%	65
2021 Q4	$534K	Buy	4,125 +100	+2%	+$13.3K	0.22%	55
2021 Q3	$468K	Buy	4,025 +1,725	+75%	+$200K	0.25%	46
2021 Q2	$223K	Buy	2,300 +1,843	+403%	+$164K	0.18%	65
2021 Q1	$34K	Buy	457 +3	+0.7%	+$207	0.03%	151
2020 Q4	$29K	Buy	454 +3	+0.7%	+$175	0.02%	147
2020 Q3	$24K	Buy	451 +201	+80%	+$10.8K	0.02%	137
2020 Q2	$14K	Buy	250 +2	+0.8%	+$105	0.01%	208
2020 Q1	$11K	Buy	248 +3	+1%	+$166	0.02%	145
2019 Q4	$14K	Buy	245 +2	+0.8%	+$104	0.02%	141
2019 Q3	$12K	Buy	+243	New	+$11.9K	0.02%	157
2018 Q3	$9K	Buy	+230	New	+$8.31K	0.11%	91

Other funds holding BX

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Selective Wealth Management increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $25K and bringing the position to 1,963 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #116.

Selective Wealth Management first reported a position in BX in Q3 2018 and has held it in 28 quarters since. The position peaked at $534K in Q4 2021. 947 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Selective Wealth Management held 1,963 shares of Blackstone worth $249K as of Q2 2026.
Selective Wealth Management bought 208 Blackstone shares in Q2 2026, an estimated $25K.
Blackstone made up 0.07% of Selective Wealth Management's portfolio in Q2 2026, its #116 holding.
Selective Wealth Management first reported a position in Blackstone in Q3 2018 and has held it in 28 quarters since.
Selective Wealth Management's Blackstone position peaked at $534K in Q4 2021.
947 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.