TWM
BX icon

Topsail Wealth Management’s Blackstone BX Stock Holding History

Topsail Wealth Management’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 		$465K Buy
3,955
+10
+0.3% +$1.2K 0.06% 104
2026
Q1 		$454K Sell
3,945
-60
-1% -$7.81K 0.07% 94
2025
Q4 		$617K Buy
4,005
+2,028
+103% +$308K 0.09% 70
2025
Q3 		$338K Buy
+1,977
New +$339K 0.06% 114

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

Topsail Wealth Management's BX Position: Q2 2026 in Review

Topsail Wealth Management increased its Blackstone (BX) stake by 0.25% in Q2 2026, buying an estimated $1.2K and bringing the position to 3,955 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #104.

Topsail Wealth Management first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $617K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Topsail Wealth Management held 3,955 shares of Blackstone worth $465K as of Q2 2026.
  • Topsail Wealth Management bought 10 Blackstone shares in Q2 2026, an estimated $1.2K.
  • Blackstone made up 0.06% of Topsail Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Topsail Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • Topsail Wealth Management's Blackstone position peaked at $617K in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.