Triad Wealth Partners
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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
Q3 		$511K Sell
4,562
-742
-14% -$97.1K 0.03% 317
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Triad Wealth Partners's BX Position: Q3 2026 in Review

Triad Wealth Partners reduced its Blackstone (BX) stake by 14% in Q3 2026, selling an estimated $97.1K and leaving 4,562 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #317.

Triad Wealth Partners first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $714K in Q2 2026. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Triad Wealth Partners held 4,562 shares of Blackstone worth $511K as of Q3 2026.
  • Triad Wealth Partners sold 742 Blackstone shares in Q3 2026, an estimated $97.1K.
  • Blackstone made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #317 holding.
  • Triad Wealth Partners first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's Blackstone position peaked at $714K in Q2 2026.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.