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True Wealth Design’s Blackstone BX Stock Holding History

True Wealth Design’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 		$52.4K Buy
445
+242
+119% +$29.1K 0.01% 472
2026
Q1 		$23.3K Buy
203
+140
+222% +$18.2K 0.01% 662
2025
Q4 		$9.71K Buy
63
+42
+200% +$6.38K ﹤0.01% 879
2025
Q3 		$3.66K Sell
21
-1
-5% -$171 ﹤0.01% 1208
2025
Q2 		$3.35K Buy
22
+11
+100% +$1.51K ﹤0.01% 972
2025
Q1 		$1.59K Buy
11
+4
+57% +$649 ﹤0.01% 1091
2024
Q4 		$1.28K Buy
+7
New +$1.22K ﹤0.01% 860
2024
Q3 		– Sell
-338
Closed -$41.8K – 1282
2024
Q2 		$41.8K Hold
338
– – 0.01% 171
2024
Q1 		$44.4K Hold
338
– – 0.01% 167
2023
Q4 		$44.3K Buy
+338
New +$36.6K 0.01% 161

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

True Wealth Design's BX Position: Q2 2026 in Review

True Wealth Design increased its Blackstone (BX) stake by 119% in Q2 2026, buying an estimated $29.1K and bringing the position to 445 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #472.

True Wealth Design first reported a position in BX in Q4 2023 and has held it in 10 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • True Wealth Design held 445 shares of Blackstone worth $52.4K as of Q2 2026.
  • True Wealth Design bought 242 Blackstone shares in Q2 2026, an estimated $29.1K.
  • Blackstone made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #472 holding.
  • True Wealth Design first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.