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Ullmann Wealth Partners Group’s Blackstone BX Stock Holding History

Ullmann Wealth Partners Group’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 		$577K Buy
4,907
+100
+2% +$12K 0.05% 107
2026
Q1 		$553K Sell
4,807
-44
-0.9% -$5.72K 0.06% 99
2025
Q4 		$711K Hold
4,851
– – 0.07% 86
2025
Q3 		$829K Buy
4,851
+116
+2% +$19.9K 0.09% 78
2025
Q2 		$708K Buy
4,735
+16
+0.3% +$2.2K 0.08% 78
2025
Q1 		$660K Hold
4,719
– – 0.09% 74
2024
Q4 		$814K Buy
4,719
+133
+3% +$23.2K 0.11% 68
2024
Q3 		$702K Buy
+4,586
New +$636K 0.09% 71

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

Ullmann Wealth Partners Group's BX Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Blackstone (BX) stake by 2.1% in Q2 2026, buying an estimated $12K and bringing the position to 4,907 shares worth $577K. The position accounts for 0.05% of the portfolio, ranked #107.

Ullmann Wealth Partners Group first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $829K in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Ullmann Wealth Partners Group held 4,907 shares of Blackstone worth $577K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 100 Blackstone shares in Q2 2026, an estimated $12K.
  • Blackstone made up 0.05% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #107 holding.
  • Ullmann Wealth Partners Group first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
  • Ullmann Wealth Partners Group's Blackstone position peaked at $829K in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.