Sheets Smith Wealth Management’s Blackstone BX Stock Holding History

Sheets Smith 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	$1.9M	Buy	16,149 +5,761	+55%	+$692K	0.19%	112
2026 Q1	$1.19M	Buy	10,388 +5,396	+108%	+$702K	0.13%	159
2025 Q4	$769K	Sell	4,992 -32	-0.6%	-$4.86K	0.08%	219
2025 Q3	$858K	Sell	5,024 -2,250	-31%	-$385K	0.1%	196
2025 Q2	$1.09M	Hold	7,274	–	–	0.13%	153
2025 Q1	$1.02M	Sell	7,274 -40	-0.5%	-$6.49K	0.13%	155
2024 Q4	$1.26M	Buy	7,314 +200	+3%	+$34.8K	0.15%	131
2024 Q3	$1.09M	Sell	7,114 -3,620	-34%	-$502K	0.13%	149
2024 Q2	$1.33M	Hold	10,734	–	–	0.16%	134
2024 Q1	$1.41M	Buy	10,734 +320	+3%	+$40K	0.16%	133
2023 Q4	$1.36M	Sell	10,414 -700	-6%	-$75.7K	0.19%	109
2023 Q3	$1.19M	Sell	11,114 -275	-2%	-$28.6K	0.18%	120
2023 Q2	$1.06M	Sell	11,389 -470	-4%	-$40.6K	0.15%	129
2023 Q1	$1.04M	Hold	11,859	–	–	0.16%	128
2022 Q4	$880K	Hold	11,859	–	–	0.14%	143
2022 Q3	$993K	Buy	11,859 +149	+1%	+$14.4K	0.17%	125
2022 Q2	$1.07M	Sell	11,710 -725	-6%	-$78.3K	0.18%	122
2022 Q1	$1.58M	Sell	12,435 -34	-0.3%	-$4.15K	0.22%	103
2021 Q4	$1.61M	Buy	12,469 +5,190	+71%	+$692K	0.2%	111
2021 Q3	$847K	Sell	7,279 -116	-2%	-$13.5K	0.11%	155
2021 Q2	$718K	Hold	7,395	–	–	0.1%	177
2021 Q1	$551K	Hold	7,395	–	–	0.08%	191
2020 Q4	$479K	Hold	7,395	–	–	0.07%	205
2020 Q3	$386K	Hold	7,395	–	–	0.07%	214
2020 Q2	$419K	Buy	7,395 +1,000	+16%	+$52.6K	0.08%	172
2020 Q1	$291K	Buy	6,395 +2,420	+61%	+$134K	0.06%	209
2019 Q4	$222K	Buy	+3,975	New	+$206K	0.04%	302

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

Sheets Smith Wealth Management's BX Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Blackstone (BX) stake by 55% in Q2 2026, buying an estimated $692K and bringing the position to 16,149 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #112.

Sheets Smith Wealth Management first reported a position in BX in Q4 2019 and has held it in 27 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Sheets Smith Wealth Management held 16,149 shares of Blackstone worth $1.9M as of Q2 2026.
Sheets Smith Wealth Management bought 5,761 Blackstone shares in Q2 2026, an estimated $692K.
Blackstone made up 0.19% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #112 holding.
Sheets Smith Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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