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Wealth Enhancement Trust Services’s Blackstone BX Stock Holding History

Wealth Enhancement Trust Services’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 		$39.4K Hold
335
– – ﹤0.01% 529
2026
Q1 		$38.5K Sell
335
-155
-32% -$20.2K ﹤0.01% 488
2025
Q4 		$75.5K Buy
+490
New +$74.5K 0.01% 373

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealth Enhancement Trust Services's BX Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Blackstone (BX) position steady in Q2 2026 at 335 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Wealth Enhancement Trust Services first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $75.5K in Q4 2025. 1,756 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wealth Enhancement Trust Services held 335 shares of Blackstone worth $39.4K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #529 holding.
  • Wealth Enhancement Trust Services first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Blackstone position peaked at $75.5K in Q4 2025.
  • 1,756 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.