WIM
BX icon

WealthPlan Investment Management’s Blackstone BX Stock Holding History

WealthPlan Investment 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 		$2.09M Sell
17,762
-8,608
-33% -$1.03M 0.1% 160
2026
Q1 		$3.03M Buy
26,370
+1,229
+5% +$160K 0.17% 121
2025
Q4 		$3.88M Sell
25,141
-9,136
-27% -$1.39M 0.25% 98
2025
Q3 		$5.86M Sell
34,277
-1,428
-4% -$245K 0.39% 83
2025
Q2 		$5.34M Buy
35,705
+7,084
+25% +$973K 0.39% 82
2025
Q1 		$4M Buy
28,621
+5,998
+27% +$974K 0.39% 75
2024
Q4 		$3.9M Sell
22,623
-3,590
-14% -$625K 0.39% 75
2024
Q3 		$4.01M Buy
26,213
+9,830
+60% +$1.36M 0.41% 75
2024
Q2 		$2.03M Sell
16,383
-1,853
-10% -$228K 0.31% 71
2024
Q1 		$2.4M Buy
18,236
+794
+5% +$99.2K 0.37% 69
2023
Q4 		$2.28M Buy
17,442
+2,497
+17% +$270K 0.37% 68
2023
Q3 		$1.6M Buy
14,945
+7,535
+102% +$785K 0.28% 74
2023
Q2 		$689K Sell
7,410
-4,242
-36% -$366K 0.21% 83
2023
Q1 		$1.02M Sell
11,652
-17,349
-60% -$1.53M 0.18% 86
2022
Q4 		$2.8M Buy
29,001
+1,016
+4% +$87.7K 0.2% 103
2022
Q3 		$2.17M Buy
+27,985
New +$2.71M 0.16% 108
2022
Q1 		$2.19M Buy
+21,600
New +$2.63M 0.15% 116

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's BX Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Blackstone (BX) stake by 33% in Q2 2026, selling an estimated $1.03M and leaving 17,762 shares worth $2.09M. The position accounts for 0.1% of the portfolio, ranked #160.

WealthPlan Investment Management first reported a position in BX in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.86M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • WealthPlan Investment Management held 17,762 shares of Blackstone worth $2.09M as of Q2 2026.
  • WealthPlan Investment Management sold 8,608 Blackstone shares in Q2 2026, an estimated $1.03M.
  • Blackstone made up 0.1% of WealthPlan Investment Management's portfolio in Q2 2026, its #160 holding.
  • WealthPlan Investment Management first reported a position in Blackstone in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Blackstone position peaked at $5.86M in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.