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Summit Wealth Group (Colorado)’s Blackstone BX Stock Holding History

Summit Wealth Group (Colorado)’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 		$294K Sell
2,501
-316
-11% -$38K 0.02% 303
2026
Q1 		$324K Buy
+2,817
New +$366K 0.03% 243
2025
Q4 		– Sell
-2,406
Closed -$258K – 319
2025
Q3 		$258K Buy
+2,406
New +$412K 0.03% 394

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

Summit Wealth Group (Colorado)'s BX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $38K and leaving 2,501 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #303.

Summit Wealth Group (Colorado) first reported a position in BX in Q3 2025 and has held it in 3 quarters since. The position peaked at $324K in Q1 2026. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,501 shares of Blackstone worth $294K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 316 Blackstone shares in Q2 2026, an estimated $38K.
  • Blackstone made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #303 holding.
  • Summit Wealth Group (Colorado) first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Blackstone position peaked at $324K in Q1 2026.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.