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United Financial Planning Group’s Blackstone BX Stock Holding History

United Financial Planning 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 		$62.4K Sell
530
-30
-5% -$3.6K 0.03% 92
2026
Q1 		$64.4K Hold
560
– – 0.04% 79
2025
Q4 		$86.3K Buy
560
+30
+6% +$4.56K 0.05% 72
2025
Q3 		$90.6K Buy
+530
New +$90.8K 0.06% 63

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

United Financial Planning Group's BX Position: Q2 2026 in Review

United Financial Planning Group reduced its Blackstone (BX) stake by 5.4% in Q2 2026, selling an estimated $3.6K and leaving 530 shares worth $62.4K. The position accounts for 0.03% of the portfolio, ranked #92.

United Financial Planning Group first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $90.6K in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • United Financial Planning Group held 530 shares of Blackstone worth $62.4K as of Q2 2026.
  • United Financial Planning Group sold 30 Blackstone shares in Q2 2026, an estimated $3.6K.
  • Blackstone made up 0.03% of United Financial Planning Group's portfolio in Q2 2026, its #92 holding.
  • United Financial Planning Group first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Blackstone position peaked at $90.6K in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.