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UHLMANN PRICE SECURITIES’s Blackstone BX Stock Holding History

UHLMANN PRICE SECURITIES’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 		$5.09M Sell
43,230
-1,759
-4% -$211K 0.19% 12
2026
Q1 		$5.17M Buy
44,989
+5,057
+13% +$658K 0.35% 8
2025
Q4 		$6.16M Buy
39,932
+835
+2% +$127K 3.65% 3
2025
Q3 		$6.68M Sell
39,097
-306
-0.8% -$52.4K 4.08% 2
2025
Q2 		$5.89M Sell
39,403
-853
-2% -$117K 4.21% 3
2025
Q1 		$5.63M Buy
40,256
+499
+1% +$81K 4.14% 3
2024
Q4 		$6.85M Buy
39,757
+1,080
+3% +$188K 5.17% 2
2024
Q3 		$5.92M Buy
+38,677
New +$5.37M 4.71% 2

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

UHLMANN PRICE SECURITIES's BX Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its Blackstone (BX) stake by 3.9% in Q2 2026, selling an estimated $211K and leaving 43,230 shares worth $5.09M. The position accounts for 0.19% of the portfolio, ranked #12.

UHLMANN PRICE SECURITIES first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.85M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 43,230 shares of Blackstone worth $5.09M as of Q2 2026.
  • UHLMANN PRICE SECURITIES sold 1,759 Blackstone shares in Q2 2026, an estimated $211K.
  • Blackstone made up 0.19% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #12 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
  • UHLMANN PRICE SECURITIES's Blackstone position peaked at $6.85M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.