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Triad Wealth Partners’s Blackstone BX Stock Holding History

Triad Wealth Partners’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 		$714K Buy
5,304
+1,195
+29% +$144K 0.04% 250
2026
Q1 		$473K Buy
4,109
+118
+3% +$15.4K 0.04% 285
2025
Q4 		$615K Buy
3,991
+780
+24% +$119K 0.06% 223
2025
Q3 		$549K Buy
3,211
+328
+11% +$56.2K 0.07% 190
2025
Q2 		$431K Buy
2,883
+197
+7% +$27.1K 0.09% 173
2025
Q1 		$375K Sell
2,686
-34
-1% -$5.52K 0.12% 133
2024
Q4 		$469K Buy
+2,720
New +$474K 0.17% 95
2024
Q3 		– Sell
-1,833
Closed -$227K – 178
2024
Q2 		$227K Buy
1,833
+227
+14% +$27.9K 0.12% 85
2024
Q1 		$211K Buy
+1,606
New +$201K 0.16% 58

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

Triad Wealth Partners's BX Position: Q2 2026 in Review

Triad Wealth Partners increased its Blackstone (BX) stake by 29% in Q2 2026, buying an estimated $144K and bringing the position to 5,304 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #250.

Triad Wealth Partners first reported a position in BX in Q1 2024 and has held it in 9 quarters since. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Triad Wealth Partners held 5,304 shares of Blackstone worth $714K as of Q2 2026.
  • Triad Wealth Partners bought 1,195 Blackstone shares in Q2 2026, an estimated $144K.
  • Blackstone made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #250 holding.
  • Triad Wealth Partners first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.