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Triangle Securities Wealth Management’s Blackstone BX Stock Holding History

Triangle Securities 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 		$10.3M Buy
88,720
+44,913
+103% +$5.4M 2.05% 9
2026
Q1 		$5.04M Buy
43,807
+418
+1% +$54.4K 1.14% 24
2025
Q4 		$6.69M Sell
43,389
-684
-2% -$104K 1.41% 18
2025
Q3 		$7.53M Sell
44,073
-1,252
-3% -$215K 1.7% 15
2025
Q2 		$6.78M Sell
45,325
-1,091
-2% -$150K 1.67% 14
2025
Q1 		$6.49M Sell
46,416
-1,202
-3% -$195K 1.67% 14
2024
Q4 		$8.21M Sell
47,618
-2,653
-5% -$462K 2.11% 10
2024
Q3 		$7.7M Sell
50,271
-1,538
-3% -$213K 1.99% 11
2024
Q2 		$6.41M Sell
51,809
-1,798
-3% -$221K 1.81% 11
2024
Q1 		$7.04M Sell
53,607
-3,168
-6% -$396K 2.01% 10
2023
Q4 		$7.43M Sell
56,775
-908
-2% -$98.2K 2.31% 5
2023
Q3 		$6.18M Sell
57,683
-607
-1% -$63.2K 2.2% 7
2023
Q2 		$5.42M Sell
58,290
-414
-0.7% -$35.8K 1.86% 10
2023
Q1 		$5.16M Sell
58,704
-1,223
-2% -$108K 1.84% 11
2022
Q4 		$4.45M Sell
59,927
-564
-0.9% -$48.7K 1.63% 13
2022
Q3 		$5.06M Buy
60,491
+2,319
+4% +$225K 2.07% 8
2022
Q2 		$5.31M Sell
58,172
-2,697
-4% -$291K 2.07% 6
2022
Q1 		$7.73M Sell
60,869
-566
-0.9% -$69K 2.59% 6
2021
Q4 		$7.95M Sell
61,435
-913
-1% -$122K 2.49% 7
2021
Q3 		$7.25M Buy
62,348
+918
+1% +$107K 2.46% 6
2021
Q2 		$5.97M Buy
61,430
+2,384
+4% +$212K 2.02% 8
2021
Q1 		$4.4M Buy
59,046
+7,550
+15% +$521K 1.59% 11
2020
Q4 		$3.34M Buy
+51,496
New +$3M 1.32% 13

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

Triangle Securities Wealth Management's BX Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Blackstone (BX) stake by 103% in Q2 2026, buying an estimated $5.4M and bringing the position to 88,720 shares worth $10.3M. The position accounts for 2.05% of the portfolio, ranked #9.

Triangle Securities Wealth Management first reported a position in BX in Q4 2020 and has held it in 23 quarters since. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Triangle Securities Wealth Management held 88,720 shares of Blackstone worth $10.3M as of Q2 2026.
  • Triangle Securities Wealth Management bought 44,913 Blackstone shares in Q2 2026, an estimated $5.4M.
  • Blackstone made up 2.05% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Triangle Securities Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.