StrongBox Wealth’s Blackstone BX Stock Holding History

StrongBox 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	$3.22M	Buy	27,400 +1,392	+5%	+$167K	0.92%	36
2026 Q1	$2.99M	Buy	26,008 +3,710	+17%	+$483K	0.96%	36
2025 Q4	$3.44M	Buy	22,298 +970	+5%	+$147K	1.13%	32
2025 Q3	$3.64M	Sell	21,328 -119	-0.6%	-$20.4K	1.23%	31
2025 Q2	$3.21M	Buy	21,447 +1,410	+7%	+$194K	1.22%	30
2025 Q1	$2.8M	Buy	20,037 +1,959	+11%	+$318K	1.17%	28
2024 Q4	$3.12M	Buy	18,078 +484	+3%	+$84.3K	1.32%	25
2024 Q3	$2.69M	Buy	17,594 +320	+2%	+$44.4K	1.15%	29
2024 Q2	$2.14M	Buy	17,274 +954	+6%	+$117K	1.01%	33
2024 Q1	$2.14M	Buy	16,320 +402	+3%	+$50.2K	1.13%	29
2023 Q4	$2.08M	Buy	15,918 +677	+4%	+$73.2K	1.22%	29
2023 Q3	$1.63M	Buy	15,241 +307	+2%	+$32K	1.04%	32
2023 Q2	$1.39M	Buy	14,934 +3,237	+28%	+$280K	0.88%	36
2023 Q1	$1.03M	Buy	+11,697	New	+$1.03M	0.69%	47

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

StrongBox Wealth's BX Position: Q2 2026 in Review

StrongBox Wealth increased its Blackstone (BX) stake by 5.4% in Q2 2026, buying an estimated $167K and bringing the position to 27,400 shares worth $3.22M. The position accounts for 0.92% of the portfolio, ranked #36.

StrongBox Wealth first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.64M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

StrongBox Wealth held 27,400 shares of Blackstone worth $3.22M as of Q2 2026.
StrongBox Wealth bought 1,392 Blackstone shares in Q2 2026, an estimated $167K.
Blackstone made up 0.92% of StrongBox Wealth's portfolio in Q2 2026, its #36 holding.
StrongBox Wealth first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
StrongBox Wealth's Blackstone position peaked at $3.64M in Q3 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.