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SHP Wealth Management’s Blackstone BX Stock Holding History

SHP 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 		$112K Buy
978
+53
+6% +$6.89K 0.01% 365
2025
Q4 		$143K Buy
+925
New +$141K 0.01% 301

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Blackstone (BX) stake by 5.7% in Q1 2026, buying an estimated $6.89K and bringing the position to 978 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #365.

SHP Wealth Management first reported a position in BX in Q4 2025 and has held it in 2 quarters since. The position peaked at $143K in Q4 2025. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • SHP Wealth Management held 978 shares of Blackstone worth $112K as of Q1 2026.
  • SHP Wealth Management bought 53 Blackstone shares in Q1 2026, an estimated $6.89K.
  • Blackstone made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #365 holding.
  • SHP Wealth Management first reported a position in Blackstone in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Blackstone position peaked at $143K in Q4 2025.
  • 2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.