Smart Money Group’s Blackstone BX Stock Holding History

Smart Money Group’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	$399K	Sell	3,391 -74	-2%	-$8.89K	0.1%	76
2026 Q1	$398K	Sell	3,465 -15	-0.4%	-$1.95K	0.12%	73
2025 Q4	$536K	Buy	3,480 +10	+0.3%	+$1.52K	0.16%	66
2025 Q3	$593K	Buy	3,470 +12	+0.3%	+$2.06K	0.18%	64
2025 Q2	$517K	Buy	3,458 +72	+2%	+$9.89K	0.16%	59
2025 Q1	$473K	Sell	3,386 -227	-6%	-$36.8K	0.16%	62
2024 Q4	$623K	Buy	3,613 +2,355	+187%	+$410K	0.22%	70
2024 Q3	$211K	Buy	+1,258	New	+$175K	0.08%	93

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Smart Money Group's BX Position: Q2 2026 in Review

Smart Money Group reduced its Blackstone (BX) stake by 2.1% in Q2 2026, selling an estimated $8.89K and leaving 3,391 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #76.

Smart Money Group first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $623K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Smart Money Group held 3,391 shares of Blackstone worth $399K as of Q2 2026.
Smart Money Group sold 74 Blackstone shares in Q2 2026, an estimated $8.89K.
Blackstone made up 0.1% of Smart Money Group's portfolio in Q2 2026, its #76 holding.
Smart Money Group first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
Smart Money Group's Blackstone position peaked at $623K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.