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SteelPeak Wealth’s Blackstone BX Stock Holding History

SteelPeak 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 		$1.42M Sell
12,086
-24,901
-67% -$2.99M 0.04% 268
2026
Q1 		$4.25M Sell
36,987
-4,828
-12% -$628K 0.13% 118
2025
Q4 		$6.45M Buy
41,815
+6,141
+17% +$933K 0.21% 88
2025
Q3 		$6.09M Buy
35,674
+268
+0.8% +$45.9K 0.2% 94
2025
Q2 		$5.3M Buy
35,406
+420
+1% +$57.7K 0.2% 93
2025
Q1 		$4.89M Sell
34,986
-46
-0.1% -$7.47K 0.2% 101
2024
Q4 		$6.04M Buy
35,032
+785
+2% +$137K 0.25% 83
2024
Q3 		$5.24M Buy
34,247
+288
+0.8% +$40K 0.23% 85
2024
Q2 		$4.2M Sell
33,959
-5,313
-14% -$654K 0.19% 90
2024
Q1 		$5.16M Sell
39,272
-216
-0.5% -$27K 0.26% 75
2023
Q4 		$5.17M Sell
39,488
-5,810
-13% -$629K 0.3% 80
2023
Q3 		$4.85M Sell
45,298
-646
-1% -$67.3K 0.3% 71
2023
Q2 		$4.27M Buy
45,944
+9,593
+26% +$829K 0.25% 72
2023
Q1 		$3.19M Buy
36,351
+1,064
+3% +$94K 0.22% 90
2022
Q4 		$2.62M Sell
35,287
-2,547
-7% -$220K 0.19% 99
2022
Q3 		$3.17M Buy
37,834
+26,653
+238% +$2.58M 0.24% 83
2022
Q2 		$1.02M Buy
11,181
+6,986
+167% +$754K 0.07% 165
2022
Q1 		$533K Buy
4,195
+136
+3% +$16.6K 0.03% 272
2021
Q4 		$525K Buy
4,059
+32
+0.8% +$4.27K 0.03% 249
2021
Q3 		$468K Buy
4,027
+72
+2% +$8.36K 0.03% 260
2021
Q2 		$384K Buy
3,955
+60
+2% +$5.33K 0.03% 300
2021
Q1 		$290K Hold
3,895
– – 0.02% 307
2020
Q4 		$252K Sell
3,895
-14,553
-79% -$847K 0.02% 282
2020
Q3 		$963K Sell
18,448
-123
-0.7% -$6.58K 0.1% 142
2020
Q2 		$1.05M Sell
18,571
-12
-0.1% -$632 0.13% 111
2020
Q1 		$847K Buy
18,583
+14,519
+357% +$803K 0.13% 112
2019
Q4 		$227K Buy
+4,064
New +$211K 0.03% 222

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

SteelPeak Wealth's BX Position: Q2 2026 in Review

SteelPeak Wealth reduced its Blackstone (BX) stake by 67% in Q2 2026, selling an estimated $2.99M and leaving 12,086 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #268.

SteelPeak Wealth first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.45M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • SteelPeak Wealth held 12,086 shares of Blackstone worth $1.42M as of Q2 2026.
  • SteelPeak Wealth sold 24,901 Blackstone shares in Q2 2026, an estimated $2.99M.
  • Blackstone made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #268 holding.
  • SteelPeak Wealth first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Blackstone position peaked at $6.45M in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.