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Vertex Planning Partners’s Blackstone BX Stock Holding History

Vertex Planning 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 		$350K Buy
2,976
+20
+0.7% +$2.4K 0.05% 118
2026
Q1 		$340K Buy
2,956
+100
+4% +$13K 0.07% 102
2025
Q4 		$440K Sell
2,856
-25
-0.9% -$3.8K 0.1% 80
2025
Q3 		$492K Hold
2,881
– – 0.09% 114
2025
Q2 		$431K Buy
2,881
+1
+0% +$137 0.09% 120
2025
Q1 		$403K Sell
2,880
-18
-0.6% -$2.92K 0.09% 119
2024
Q4 		$500K Buy
2,898
+688
+31% +$120K 0.11% 106
2024
Q3 		$338K Buy
+2,210
New +$307K 0.08% 117

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

Vertex Planning Partners's BX Position: Q2 2026 in Review

Vertex Planning Partners increased its Blackstone (BX) stake by 0.68% in Q2 2026, buying an estimated $2.4K and bringing the position to 2,976 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #118.

Vertex Planning Partners first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $500K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Vertex Planning Partners held 2,976 shares of Blackstone worth $350K as of Q2 2026.
  • Vertex Planning Partners bought 20 Blackstone shares in Q2 2026, an estimated $2.4K.
  • Blackstone made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #118 holding.
  • Vertex Planning Partners first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
  • Vertex Planning Partners's Blackstone position peaked at $500K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.