Walled Lake Planning & Wealth Management’s Blackstone BX Stock Holding History

Walled Lake Planning & 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	$239K	Buy	2,031 +15	+0.7%	+$1.8K	0.06%	129
2026 Q1	$232K	Buy	2,016 +18	+0.9%	+$2.34K	0.07%	120
2025 Q4	$308K	Buy	1,998 +14	+0.7%	+$2.13K	0.1%	103
2025 Q3	$339K	Buy	1,984 +10	+0.5%	+$1.71K	0.11%	99
2025 Q2	$295K	Buy	1,974 +11	+0.6%	+$1.51K	0.1%	106
2025 Q1	$274K	Sell	1,963 -15	-0.8%	-$2.44K	0.1%	107
2024 Q4	$341K	Buy	1,978 +467	+31%	+$81.4K	0.13%	94
2024 Q3	$231K	Buy	+1,511	New	+$210K	0.09%	114

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

Walled Lake Planning & Wealth Management's BX Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Blackstone (BX) stake by 0.74% in Q2 2026, buying an estimated $1.8K and bringing the position to 2,031 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #129.

Walled Lake Planning & Wealth Management first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $341K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Walled Lake Planning & Wealth Management held 2,031 shares of Blackstone worth $239K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 15 Blackstone shares in Q2 2026, an estimated $1.8K.
Blackstone made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #129 holding.
Walled Lake Planning & Wealth Management first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
Walled Lake Planning & Wealth Management's Blackstone position peaked at $341K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.