TWM
BX icon

TRB Wealth Management’s Blackstone BX Stock Holding History

TRB 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 		$349K Sell
2,964
-4,400
-60% -$529K 0.05% 187
2026
Q1 		$847K Buy
+7,364
New +$958K 0.12% 107

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

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

TRB Wealth Management reduced its Blackstone (BX) stake by 60% in Q2 2026, selling an estimated $529K and leaving 2,964 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #187.

TRB Wealth Management first reported a position in BX in Q1 2026 and has held it in 2 quarters since. The position peaked at $847K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • TRB Wealth Management held 2,964 shares of Blackstone worth $349K as of Q2 2026.
  • TRB Wealth Management sold 4,400 Blackstone shares in Q2 2026, an estimated $529K.
  • Blackstone made up 0.05% of TRB Wealth Management's portfolio in Q2 2026, its #187 holding.
  • TRB Wealth Management first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Blackstone position peaked at $847K in Q1 2026.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.