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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Effects's BX Position: Q1 2026 in Review

Wealth Effects increased its Blackstone (BX) stake by 24% in Q1 2026, buying an estimated $758K and bringing the position to 29,916 shares worth $3.44M. The position accounts for 1.22% of the portfolio, ranked #13.

Wealth Effects first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.82M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Wealth Effects held 29,916 shares of Blackstone worth $3.44M as of Q1 2026.
  • Wealth Effects bought 5,825 Blackstone shares in Q1 2026, an estimated $758K.
  • Blackstone made up 1.22% of Wealth Effects's portfolio in Q1 2026, its #13 holding.
  • Wealth Effects first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Blackstone position peaked at $4.82M in Q4 2021.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.