Wealthcare Capital Partners’s Blackstone BX Stock Holding History

Wealthcare Capital Partners’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	$1.75M	Buy	14,905 +159	+1%	+$19.1K	0.72%	28
2026 Q1	$1.7M	Buy	14,746 +1,248	+9%	+$162K	0.79%	26
2025 Q4	$2.08M	Sell	13,498 -107	-0.8%	-$16.3K	0.97%	19
2025 Q3	$2.32M	Buy	13,605 +88	+0.7%	+$15.1K	1.07%	20
2025 Q2	$2.02M	Buy	13,517 +685	+5%	+$94.1K	1.02%	20
2025 Q1	$1.79M	Buy	12,832 +640	+5%	+$104K	0.92%	21
2024 Q4	$2.1M	Buy	+12,192	New	+$2.12M	1.1%	16

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Wealthcare Capital Partners's BX Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Blackstone (BX) stake by 1.1% in Q2 2026, buying an estimated $19.1K and bringing the position to 14,905 shares worth $1.75M. The position accounts for 0.72% of the portfolio, ranked #28.

Wealthcare Capital Partners first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q3 2025. 960 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Wealthcare Capital Partners held 14,905 shares of Blackstone worth $1.75M as of Q2 2026.
Wealthcare Capital Partners bought 159 Blackstone shares in Q2 2026, an estimated $19.1K.
Blackstone made up 0.72% of Wealthcare Capital Partners's portfolio in Q2 2026, its #28 holding.
Wealthcare Capital Partners first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Blackstone position peaked at $2.32M in Q3 2025.
960 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.