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Vision Retirement’s Blackstone BX Stock Holding History

Vision Retirement’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 		$798K Sell
6,782
-907
-12% -$109K 0.19% 75
2026
Q1 		$884K Sell
7,689
-7
-0.1% -$911 0.25% 64
2025
Q4 		$1.19M Buy
+7,696
New +$1.17M 0.32% 60

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vision Retirement's BX Position: Q2 2026 in Review

Vision Retirement reduced its Blackstone (BX) stake by 12% in Q2 2026, selling an estimated $109K and leaving 6,782 shares worth $798K. The position accounts for 0.19% of the portfolio, ranked #75.

Vision Retirement first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Vision Retirement held 6,782 shares of Blackstone worth $798K as of Q2 2026.
  • Vision Retirement sold 907 Blackstone shares in Q2 2026, an estimated $109K.
  • Blackstone made up 0.19% of Vision Retirement's portfolio in Q2 2026, its #75 holding.
  • Vision Retirement first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Blackstone position peaked at $1.19M in Q4 2025.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.