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Total Wealth Planning & Management’s Blackstone BX Stock Holding History

Total Wealth Planning & 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
Q1 		$481K Sell
4,186
-209
-5% -$27.2K 0.36% 98
2025
Q4 		$677K Buy
+4,395
New +$668K 0.5% 56
2025
Q2 		$659K Buy
4,407
+968
+28% +$133K 0.53% 55
2025
Q1 		$481K Sell
3,439
-2
-0.1% -$325 0.46% 70
2024
Q4 		$593K Buy
+3,441
New +$600K 0.54% 55

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

Total Wealth Planning & Management's BX Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Blackstone (BX) stake by 4.8% in Q1 2026, selling an estimated $27.2K and leaving 4,186 shares worth $481K. The position accounts for 0.36% of the portfolio, ranked #98.

Total Wealth Planning & Management first reported a position in BX in Q4 2024 and has held it in 5 quarters since. The position peaked at $677K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Total Wealth Planning & Management held 4,186 shares of Blackstone worth $481K as of Q1 2026.
  • Total Wealth Planning & Management sold 209 Blackstone shares in Q1 2026, an estimated $27.2K.
  • Blackstone made up 0.36% of Total Wealth Planning & Management's portfolio in Q1 2026, its #98 holding.
  • Total Wealth Planning & Management first reported a position in Blackstone in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Blackstone position peaked at $677K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.