WE
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Wealth Effects’s Blackstone BX Stock Holding History

Wealth Effects’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 		$3.93M Buy
33,379
+3,463
+12% +$416K 1.06% 17
2026
Q1 		$3.44M Buy
29,916
+5,825
+24% +$758K 1.22% 13
2025
Q4 		$3.71M Sell
24,091
-326
-1% -$49.5K 1.16% 13
2025
Q3 		$4.17M Buy
24,417
+704
+3% +$121K 1.34% 12
2025
Q2 		$3.55M Sell
23,713
-538
-2% -$73.9K 1.33% 13
2025
Q1 		$3.39M Sell
24,251
-92
-0.4% -$14.9K 1.42% 11
2024
Q4 		$4.2M Sell
24,343
-638
-3% -$111K 1.49% 11
2024
Q3 		$3.83M Sell
24,981
-115
-0.5% -$16K 1.34% 11
2024
Q2 		$3.11M Sell
25,096
-734
-3% -$90.3K 1.13% 13
2024
Q1 		$3.39M Sell
25,830
-317
-1% -$39.6K 1.25% 12
2023
Q4 		$3.42M Sell
26,147
-1,928
-7% -$209K 1.29% 14
2023
Q3 		$3.01M Sell
28,075
-221
-0.8% -$23K 1.49% 12
2023
Q2 		$2.63M Sell
28,296
-16
-0.1% -$1.38K 1.16% 11
2023
Q1 		$2.49M Sell
28,312
-1,181
-4% -$104K 1.27% 12
2022
Q4 		$2.19M Sell
29,493
-8,179
-22% -$706K 1.25% 15
2022
Q3 		$3.15M Buy
37,672
+1,055
+3% +$102K 1.93% 12
2022
Q2 		$3.34M Buy
36,617
+508
+1% +$54.9K 2.01% 11
2022
Q1 		$4.58M Sell
36,109
-1,118
-3% -$136K 2.14% 8
2021
Q4 		$4.82M Buy
+37,227
New +$4.96M 2% 11

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

Wealth Effects's BX Position: Q2 2026 in Review

Wealth Effects increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $416K and bringing the position to 33,379 shares worth $3.93M. The position accounts for 1.06% of the portfolio, ranked #17.

Wealth Effects first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.82M in Q4 2021. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wealth Effects held 33,379 shares of Blackstone worth $3.93M as of Q2 2026.
  • Wealth Effects bought 3,463 Blackstone shares in Q2 2026, an estimated $416K.
  • Blackstone made up 1.06% of Wealth Effects's portfolio in Q2 2026, its #17 holding.
  • Wealth Effects first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Blackstone position peaked at $4.82M in Q4 2021.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.