Uniting Wealth Partners’s Blackstone BX Stock Holding History

Uniting Wealth Partners’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	$1.42M	Hold	12,056	–	–	0.29%	58
2026 Q1	$1.39M	Sell	12,056 -100	-0.8%	-$13K	0.3%	58
2025 Q4	$1.87M	Sell	12,156 -2,200	-15%	-$334K	0.57%	32
2025 Q3	$2.45M	Hold	14,356	–	–	0.58%	39
2025 Q2	$2.15M	Buy	14,356 +200	+1%	+$27.5K	0.83%	22
2025 Q1	$1.98M	Buy	14,156 +8,067	+132%	+$1.31M	0.99%	16
2024 Q4	$1.05M	Buy	+6,089	New	+$1.06M	0.51%	25

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Uniting Wealth Partners's BX Position: Q2 2026 in Review

Uniting Wealth Partners held its Blackstone (BX) position steady in Q2 2026 at 12,056 shares worth $1.42M. The position accounts for 0.29% of the portfolio, ranked #58.

Uniting Wealth Partners first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Uniting Wealth Partners held 12,056 shares of Blackstone worth $1.42M as of Q2 2026.
Uniting Wealth Partners left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.29% of Uniting Wealth Partners's portfolio in Q2 2026, its #58 holding.
Uniting Wealth Partners first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Uniting Wealth Partners's Blackstone position peaked at $2.45M in Q3 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.