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TD Private Client Wealth’s Blackstone BX Stock Holding History

TD Private Client 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 		$531K Buy
4,513
+334
+8% +$40.1K 0.01% 488
2026
Q1 		$481K Buy
4,179
+108
+3% +$14.1K 0.01% 491
2025
Q4 		$628K Sell
4,071
-247
-6% -$37.5K 0.01% 430
2025
Q3 		$738K Buy
4,318
+56
+1% +$9.6K 0.02% 414
2025
Q2 		$638K Buy
4,262
+994
+30% +$137K 0.02% 435
2025
Q1 		$457K Sell
3,268
-453
-12% -$73.5K 0.01% 455
2024
Q4 		$642K Buy
3,721
+334
+10% +$58.2K 0.02% 419
2024
Q3 		$519K Sell
3,387
-6,476
-66% -$898K 0.01% 452
2024
Q2 		$1.22M Buy
9,863
+679
+7% +$83.6K 0.04% 318
2024
Q1 		$1.21M Sell
9,184
-1,549
-14% -$193K 0.04% 326
2023
Q4 		$1.41M Sell
10,733
-131
-1% -$14.2K 0.05% 283
2023
Q3 		$1.16M Sell
10,864
-725
-6% -$75.5K 0.05% 297
2023
Q2 		$1.08M Buy
11,589
+13
+0.1% +$1.12K 0.05% 317
2023
Q1 		$1.02M Buy
11,576
+1,271
+12% +$112K 0.05% 325
2022
Q4 		$765K Sell
10,305
-1,670
-14% -$144K 0.04% 360
2022
Q3 		$1M Buy
11,975
+775
+7% +$75.1K 0.05% 310
2022
Q2 		$1.02M Buy
11,200
+1,170
+12% +$126K 0.05% 311
2022
Q1 		$1.27M Buy
10,030
+8,339
+493% +$1.02M 0.05% 303
2021
Q4 		$219K Sell
1,691
-30
-2% -$4K 0.01% 536
2021
Q3 		$200K Sell
1,721
-177
-9% -$20.5K 0.01% 530
2021
Q2 		$184K Buy
1,898
+254
+15% +$22.6K 0.01% 535
2021
Q1 		$123K Buy
1,644
+217
+15% +$15K 0.01% 567
2020
Q4 		$92.5K Hold
1,427
– – ﹤0.01% 564
2020
Q3 		$74.5K Hold
1,427
– – ﹤0.01% 562
2020
Q2 		$80.9K Hold
1,427
– – ﹤0.01% 540
2020
Q1 		$65K Sell
1,427
-1,680
-54% -$92.9K ﹤0.01% 547
2019
Q4 		$174K Buy
+3,107
New +$161K 0.01% 462

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

TD Private Client Wealth's BX Position: Q2 2026 in Review

TD Private Client Wealth increased its Blackstone (BX) stake by 8% in Q2 2026, buying an estimated $40.1K and bringing the position to 4,513 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #488.

TD Private Client Wealth first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.41M in Q4 2023. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • TD Private Client Wealth held 4,513 shares of Blackstone worth $531K as of Q2 2026.
  • TD Private Client Wealth bought 334 Blackstone shares in Q2 2026, an estimated $40.1K.
  • Blackstone made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #488 holding.
  • TD Private Client Wealth first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Blackstone position peaked at $1.41M in Q4 2023.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.