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Tower View Wealth Management’s Blackstone BX Stock Holding History

Tower View 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 		$48.9K Buy
415
+3
+0.7% +$360 0.02% 101
2026
Q1 		$47.3K Buy
412
+5
+1% +$651 0.02% 95
2025
Q4 		$62.7K Sell
407
-153
-27% -$23.3K 0.03% 82
2025
Q3 		$95.6K Buy
560
+4
+0.7% +$685 0.05% 72
2025
Q2 		$83.2K Buy
556
+3
+0.5% +$412 0.04% 85
2025
Q1 		$77.3K Buy
553
+5
+0.9% +$812 0.05% 67
2024
Q4 		$94.5K Buy
548
+8
+1% +$1.39K 0.05% 70
2024
Q3 		$82.7K Buy
540
+3
+0.6% +$416 0.05% 70
2024
Q2 		$66.5K Buy
537
+4
+0.8% +$492 0.04% 74
2024
Q1 		$70K Buy
533
+4
+0.8% +$500 0.04% 78
2023
Q4 		$69K Buy
+529
New +$57.2K 0.04% 72
2022
Q2 		– Sell
-500
Closed -$63K – 172
2022
Q1 		$63K Hold
500
– – 0.03% 95
2021
Q4 		$65K Hold
500
– – 0.03% 98
2021
Q3 		$58K Buy
+500
New +$58K 0.03% 97

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

Tower View Wealth Management's BX Position: Q2 2026 in Review

Tower View Wealth Management increased its Blackstone (BX) stake by 0.73% in Q2 2026, buying an estimated $360 and bringing the position to 415 shares worth $48.9K. The position accounts for 0.02% of the portfolio, ranked #101.

Tower View Wealth Management first reported a position in BX in Q3 2021 and has held it in 14 quarters since. The position peaked at $95.6K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Tower View Wealth Management held 415 shares of Blackstone worth $48.9K as of Q2 2026.
  • Tower View Wealth Management bought 3 Blackstone shares in Q2 2026, an estimated $360.
  • Blackstone made up 0.02% of Tower View Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Tower View Wealth Management first reported a position in Blackstone in Q3 2021 and has held it in 14 quarters since.
  • Tower View Wealth Management's Blackstone position peaked at $95.6K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.