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Shepherd Wealth Management’s Blackstone BX Stock Holding History

Shepherd 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
Q1 		– Sell
-1,300
Closed -$213K – 54
2025
Q4 		$213K Buy
+1,300
New +$198K 0.15% 43
2025
Q3 		– Sell
-1,300
Closed -$221K – 46
2025
Q2 		$221K Buy
+1,300
New +$179K 0.15% 48

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shepherd Wealth Management's BX Position: Q1 2026 in Review

Shepherd Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,300 shares — an estimated $213K sold.

Shepherd Wealth Management first reported a position in BX in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Shepherd Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 1,300 Blackstone shares in Q1 2026, an estimated $213K.
  • Shepherd Wealth Management first reported a position in Blackstone in Q2 2025 and held it in 2 quarters.
  • Shepherd Wealth Management's Blackstone position peaked at $221K in Q2 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.