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ViaWealth’s Blackstone BX Stock Holding History

ViaWealth’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 		$1.28M Buy
10,839
+2,099
+24% +$252K 0.64% 41
2026
Q1 		$1.01M Buy
8,740
+3,806
+77% +$495K 0.56% 50
2025
Q4 		$761K Sell
4,934
-193
-4% -$29.3K 0.43% 71
2025
Q3 		$876K Buy
5,127
+124
+2% +$21.2K 0.48% 57
2025
Q2 		$748K Buy
5,003
+325
+7% +$44.7K 0.44% 68
2025
Q1 		$654K Sell
4,678
-7
-0.1% -$1.14K 0.4% 79
2024
Q4 		$808K Sell
4,685
-171
-4% -$29.8K 0.49% 62
2024
Q3 		$744K Sell
4,856
-225
-4% -$31.2K 0.43% 74
2024
Q2 		$629K Sell
5,081
-522
-9% -$64.2K 0.39% 79
2024
Q1 		$736K Sell
5,603
-752
-12% -$93.9K 0.46% 74
2023
Q4 		$832K Sell
6,355
-562
-8% -$60.8K 0.57% 54
2023
Q3 		$741K Buy
6,917
+8
+0.1% +$833 0.54% 57
2023
Q2 		$642K Buy
6,909
+1,334
+24% +$115K 0.48% 67
2023
Q1 		$490K Buy
5,575
+1,116
+25% +$98.6K 0.39% 90
2022
Q4 		$359K Buy
+4,459
New +$385K 0.3% 116

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

ViaWealth's BX Position: Q2 2026 in Review

ViaWealth increased its Blackstone (BX) stake by 24% in Q2 2026, buying an estimated $252K and bringing the position to 10,839 shares worth $1.28M. The position accounts for 0.64% of the portfolio, ranked #41.

ViaWealth first reported a position in BX in Q4 2022 and has held it in 15 quarters since. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • ViaWealth held 10,839 shares of Blackstone worth $1.28M as of Q2 2026.
  • ViaWealth bought 2,099 Blackstone shares in Q2 2026, an estimated $252K.
  • Blackstone made up 0.64% of ViaWealth's portfolio in Q2 2026, its #41 holding.
  • ViaWealth first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.