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Simplicity Wealth’s Blackstone BX Stock Holding History

Simplicity Wealth’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 		$1.07M Buy
9,065
+6,406
+241% +$770K 0.04% 402
2026
Q1 		$306K Buy
2,659
+537
+25% +$69.9K 0.02% 584
2025
Q4 		$327K Buy
2,122
+301
+17% +$45.7K 0.02% 529
2025
Q3 		$311K Sell
1,821
-2,471
-58% -$423K 0.02% 558
2025
Q2 		$642K Buy
+4,292
New +$590K 0.03% 406
2024
Q3 		– Sell
-33,384
Closed -$4.13M – 580
2024
Q2 		$4.13M Buy
33,384
+469
+1% +$57.7K 0.09% 216
2024
Q1 		$4.32M Buy
+32,915
New +$4.11M 0.1% 200

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Simplicity Wealth's BX Position: Q2 2026 in Review

Simplicity Wealth increased its Blackstone (BX) stake by 241% in Q2 2026, buying an estimated $770K and bringing the position to 9,065 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #402.

Simplicity Wealth first reported a position in BX in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q1 2024. 1,417 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Simplicity Wealth held 9,065 shares of Blackstone worth $1.07M as of Q2 2026.
  • Simplicity Wealth bought 6,406 Blackstone shares in Q2 2026, an estimated $770K.
  • Blackstone made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #402 holding.
  • Simplicity Wealth first reported a position in Blackstone in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Blackstone position peaked at $4.32M in Q1 2024.
  • 1,417 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.