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Strategic Wealth Partners’s Blackstone BX Stock Holding History

Strategic Wealth Partners’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
Q1 		$14.7M Buy
127,915
+42,710
+50% +$5.56M 1.02% 23
2025
Q4 		$13.1M Buy
85,205
+1,653
+2% +$251K 0.9% 31
2025
Q3 		$14.3M Buy
83,552
+3,164
+4% +$542K 1.07% 17
2025
Q2 		$12M Buy
+80,388
New +$11M 0.95% 24
2024
Q4 		$2.13M Buy
13,247
+1,090
+9% +$190K 0.18% 100
2024
Q3 		$1.86M Sell
12,157
-4,164
-26% -$578K 0.18% 102
2024
Q2 		$2.02M Sell
16,321
-26,280
-62% -$3.23M 0.21% 91
2024
Q1 		$5.6M Sell
42,601
-6,505
-13% -$812K 0.61% 57
2023
Q4 		$6.43M Buy
49,106
+9,989
+26% +$1.08M 0.79% 33
2023
Q3 		$4.19M Sell
39,117
-25,005
-39% -$2.6M 0.55% 45
2023
Q2 		$5.96M Buy
64,122
+35,296
+122% +$3.05M 0.77% 26
2023
Q1 		$2.53M Buy
28,826
+1,659
+6% +$147K 0.39% 76
2022
Q4 		$2.02M Sell
27,167
-4,507
-14% -$389K 0.37% 81
2022
Q3 		$2.65M Sell
31,674
-1,867
-6% -$181K 0.56% 53
2022
Q2 		$3.06M Sell
33,541
-9,909
-23% -$1.07M 0.66% 46
2022
Q1 		$5.52M Buy
43,450
+7,991
+23% +$975K 1.08% 17
2021
Q4 		$4.59M Buy
35,459
+4,921
+16% +$656K 0.87% 27
2021
Q3 		$3.55M Buy
30,538
+3,414
+13% +$396K 1.04% 16
2021
Q2 		$2.63M Sell
27,124
-4,635
-15% -$412K 0.86% 28
2021
Q1 		$2.37M Buy
31,759
+1,582
+5% +$109K 0.94% 24
2020
Q4 		$1.96M Buy
30,177
+1,604
+6% +$93.4K 0.82% 27
2020
Q3 		$1.49M Sell
28,573
-2,362
-8% -$126K 0.75% 30
2020
Q2 		$1.75M Buy
30,935
+13,891
+82% +$731K 0.91% 24
2020
Q1 		$953K Hold
17,044
– – 0.5% 62
2019
Q4 		$953K Buy
17,044
+2,883
+20% +$150K 0.5% 62
2019
Q3 		$668 Buy
+14,161
New +$691K ﹤0.01% 217

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Partners's BX Position: Q1 2026 in Review

Strategic Wealth Partners increased its Blackstone (BX) stake by 50% in Q1 2026, buying an estimated $5.56M and bringing the position to 127,915 shares worth $14.7M. The position accounts for 1.02% of the portfolio, ranked #23.

Strategic Wealth Partners first reported a position in BX in Q3 2019 and has held it in 26 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Strategic Wealth Partners held 127,915 shares of Blackstone worth $14.7M as of Q1 2026.
  • Strategic Wealth Partners bought 42,710 Blackstone shares in Q1 2026, an estimated $5.56M.
  • Blackstone made up 1.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Strategic Wealth Partners first reported a position in Blackstone in Q3 2019 and has held it in 26 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.