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Trueblood Wealth Management’s Blackstone BX Stock Holding History

Trueblood 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 		$485K Sell
4,120
-193
-4% -$23.2K 0.17% 160
2026
Q1 		$496K Buy
4,313
+39
+0.9% +$5.07K 0.19% 149
2025
Q4 		$659K Sell
4,274
-81
-2% -$12.3K 0.26% 122
2025
Q3 		$744K Buy
4,355
+151
+4% +$25.9K 0.29% 107
2025
Q2 		$629K Buy
4,204
+219
+5% +$30.1K 0.26% 124
2025
Q1 		$557K Hold
3,985
– – 0.26% 125
2024
Q4 		$687K Hold
3,985
– – 0.34% 101
2024
Q3 		$610K Hold
3,985
– – 0.31% 106
2024
Q2 		$493K Hold
3,985
– – 0.28% 108
2024
Q1 		$524K Hold
3,985
– – 0.3% 101
2023
Q4 		$522K Buy
+3,985
New +$431K 0.33% 101

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

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

Trueblood Wealth Management reduced its Blackstone (BX) stake by 4.5% in Q2 2026, selling an estimated $23.2K and leaving 4,120 shares worth $485K. The position accounts for 0.17% of the portfolio, ranked #160.

Trueblood Wealth Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $744K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Trueblood Wealth Management held 4,120 shares of Blackstone worth $485K as of Q2 2026.
  • Trueblood Wealth Management sold 193 Blackstone shares in Q2 2026, an estimated $23.2K.
  • Blackstone made up 0.17% of Trueblood Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Trueblood Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Blackstone position peaked at $744K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.