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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
Q2 		$134K Buy
1,136
+158
+16% +$19K 0.01% 370
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $19K and bringing the position to 1,136 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #370.

SHP Wealth Management first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $143K in Q4 2025. 2,162 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • SHP Wealth Management held 1,136 shares of Blackstone worth $134K as of Q2 2026.
  • SHP Wealth Management bought 158 Blackstone shares in Q2 2026, an estimated $19K.
  • Blackstone made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #370 holding.
  • SHP Wealth Management first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Blackstone position peaked at $143K in Q4 2025.
  • 2,162 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.