Smallwood Wealth Investment Management’s Blackstone BX Stock Holding History

Smallwood Wealth Investment 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	$130K	Sell	1,106 -196	-15%	-$23.6K	0.06%	121
2026 Q1	$150K	Buy	1,302 +4	+0.3%	+$520	0.08%	94
2025 Q4	$200K	Buy	1,298 +4	+0.3%	+$608	0.1%	80
2025 Q3	$221K	Buy	1,294 +2	+0.2%	+$343	0.11%	80
2025 Q2	$193K	Buy	1,292 +5	+0.4%	+$687	0.11%	79
2025 Q1	$180K	Buy	1,287 +6	+0.5%	+$974	0.11%	83
2024 Q4	$221K	Buy	+1,281	New	+$223K	0.15%	73
2022 Q3	–	Sell	-2,193	Closed	-$200K	–	75
2022 Q2	$200K	Buy	+2,193	New	+$237K	0.2%	60

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Smallwood Wealth Investment Management's BX Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Blackstone (BX) stake by 15% in Q2 2026, selling an estimated $23.6K and leaving 1,106 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #121.

Smallwood Wealth Investment Management first reported a position in BX in Q2 2022 and has held it in 8 quarters since. The position peaked at $221K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Smallwood Wealth Investment Management held 1,106 shares of Blackstone worth $130K as of Q2 2026.
Smallwood Wealth Investment Management sold 196 Blackstone shares in Q2 2026, an estimated $23.6K.
Blackstone made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #121 holding.
Smallwood Wealth Investment Management first reported a position in Blackstone in Q2 2022 and has held it in 8 quarters since.
Smallwood Wealth Investment Management's Blackstone position peaked at $221K in Q3 2025.
1,021 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.