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Strategic Wealth Investment Group’s Blackstone BX Stock Holding History

Strategic Wealth Investment 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 		$10.5M Buy
89,405
+16,736
+23% +$2.01M 1.28% 30
2026
Q1 		$8.36M Buy
72,669
+9,599
+15% +$1.25M 1.06% 40
2025
Q4 		$9.72M Sell
63,070
-16,674
-21% -$2.53M 1.19% 35
2025
Q3 		$13.6M Buy
79,744
+79,732
+664,433% +$13.7M 1.15% 36
2025
Q2 		$1.79K Buy
+12
New +$1.65K ﹤0.01% 126

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

Strategic Wealth Investment Group's BX Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its Blackstone (BX) stake by 23% in Q2 2026, buying an estimated $2.01M and bringing the position to 89,405 shares worth $10.5M. The position accounts for 1.28% of the portfolio, ranked #30.

Strategic Wealth Investment Group first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.6M in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Strategic Wealth Investment Group held 89,405 shares of Blackstone worth $10.5M as of Q2 2026.
  • Strategic Wealth Investment Group bought 16,736 Blackstone shares in Q2 2026, an estimated $2.01M.
  • Blackstone made up 1.28% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #30 holding.
  • Strategic Wealth Investment Group first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Investment Group's Blackstone position peaked at $13.6M in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.