VCI Wealth Management’s Blackstone BX Stock Holding History

VCI 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	–	Sell	-9,914	Closed	-$1.14M	–	102
2026 Q1	$1.14M	Sell	9,914 -3,372	-25%	-$439K	0.32%	74
2025 Q4	$2.05M	Buy	13,286 +4,915	+59%	+$747K	0.57%	44
2025 Q3	$1.43M	Sell	8,371 -1,329	-14%	-$228K	0.43%	55
2025 Q2	$1.45M	Buy	9,700 +1,375	+17%	+$189K	0.51%	51
2025 Q1	$1.16M	Buy	8,325 +913	+12%	+$148K	0.49%	59
2024 Q4	$1.28M	Buy	+7,412	New	+$1.29M	0.54%	60

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

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

VCI Wealth Management sold out of Blackstone (BX) in Q2 2026, closing a stake of 9,914 shares — an estimated $1.14M sold.

VCI Wealth Management first reported a position in BX in Q4 2024 and held it in 6 quarters. The position peaked at $2.05M in Q4 2025. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

VCI Wealth Management reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
VCI Wealth Management sold 9,914 Blackstone shares in Q2 2026, an estimated $1.14M.
VCI Wealth Management first reported a position in Blackstone in Q4 2024 and held it in 6 quarters.
VCI Wealth Management's Blackstone position peaked at $2.05M in Q4 2025.
2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.