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Spire Wealth Management’s Blackstone BX Stock Holding History

Spire 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 		$2.74M Sell
23,291
-2,060
-8% -$248K 0.08% 217
2026
Q1 		$2.92M Sell
25,351
-1,384
-5% -$180K 0.1% 190
2025
Q4 		$4.12M Sell
26,735
-2,043
-7% -$310K 0.14% 144
2025
Q3 		$4.92M Buy
28,778
+352
+1% +$60.3K 0.17% 122
2025
Q2 		$4.25M Sell
28,426
-3,708
-12% -$509K 0.15% 124
2025
Q1 		$4.49M Buy
32,134
+1,220
+4% +$198K 0.14% 139
2024
Q4 		$5.33M Sell
30,914
-87
-0.3% -$15.2K 0.17% 123
2024
Q3 		$4.75M Buy
31,001
+1,632
+6% +$226K 0.16% 121
2024
Q2 		$3.64M Sell
29,369
-1,784
-6% -$220K 0.13% 160
2024
Q1 		$4.09M Buy
31,153
+410
+1% +$51.2K 0.07% 183
2023
Q4 		$3.66M Sell
30,743
-366
-1% -$39.6K 0.12% 180
2023
Q3 		$3.33M Buy
31,109
+1,537
+5% +$160K 0.13% 177
2023
Q2 		$2.75M Sell
29,572
-702
-2% -$60.6K 0.1% 191
2023
Q1 		$2.66M Buy
30,274
+3,218
+12% +$284K 0.1% 193
2022
Q4 		$2.01M Buy
27,056
+724
+3% +$62.5K 0.11% 158
2022
Q3 		$2.2M Sell
26,332
-18,142
-41% -$1.76M 0.13% 130
2022
Q2 		$4.06M Sell
44,474
-8,690
-16% -$938K 0.17% 132
2022
Q1 		$6.77M Sell
53,164
-22,124
-29% -$2.7M 0.18% 129
2021
Q4 		$9.76M Buy
75,288
+31,738
+73% +$4.23M 0.22% 123
2021
Q3 		$5.28M Buy
43,550
+1,555
+4% +$180K 0.14% 158
2021
Q2 		$4.08M Sell
41,995
-22,881
-35% -$2.03M 0.11% 184
2021
Q1 		$4.83M Buy
+64,876
New +$4.48M 0.13% 165

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its Blackstone (BX) stake by 8.1% in Q2 2026, selling an estimated $248K and leaving 23,291 shares worth $2.74M. The position accounts for 0.08% of the portfolio, ranked #217.

Spire Wealth Management first reported a position in BX in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.76M in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Spire Wealth Management held 23,291 shares of Blackstone worth $2.74M as of Q2 2026.
  • Spire Wealth Management sold 2,060 Blackstone shares in Q2 2026, an estimated $248K.
  • Blackstone made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Spire Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Blackstone position peaked at $9.76M in Q4 2021.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.