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 Q2	$891K	Buy	7,573 +3,387	+81%	+$407K	0.6%	47
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 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

Total Wealth Planning & Management's BX Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Blackstone (BX) stake by 81% in Q2 2026, buying an estimated $407K and bringing the position to 7,573 shares worth $891K. The position accounts for 0.6% of the portfolio, ranked #47.

Total Wealth Planning & Management first reported a position in BX in Q4 2024 and has held it in 6 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Total Wealth Planning & Management held 7,573 shares of Blackstone worth $891K as of Q2 2026.
Total Wealth Planning & Management bought 3,387 Blackstone shares in Q2 2026, an estimated $407K.
Blackstone made up 0.6% of Total Wealth Planning & Management's portfolio in Q2 2026, its #47 holding.
Total Wealth Planning & Management first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.