WealthPLAN Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $512K | Sell |
4,355
-3,528
| -45% | -$424K | 0.1% | 162 |
|
|
2026
Q1 | $906K | Sell |
7,883
-8,187
| -51% | -$1.07M | 0.18% | 120 |
|
|
2025
Q4 | $2.48M | Sell |
16,070
-1,065
| -6% | -$162K | 0.37% | 80 |
|
|
2025
Q3 | $2.93M | Buy |
17,135
+684
| +4% | +$117K | 0.44% | 69 |
|
|
2025
Q2 | $2.46M | Sell |
16,451
-3,560
| -18% | -$489K | 0.4% | 77 |
|
|
2025
Q1 | $2.8M | Buy |
20,011
+2,357
| +13% | +$383K | 0.39% | 75 |
|
|
2024
Q4 | $3.04M | Sell |
17,654
-2,749
| -13% | -$479K | 0.43% | 71 |
|
|
2024
Q3 | $3.12M | Sell |
20,403
-7,989
| -28% | -$1.11M | 0.42% | 71 |
|
|
2024
Q2 | $3.51M | Buy |
28,392
+982
| +4% | +$121K | 0.38% | 79 |
|
|
2024
Q1 | $3.6M | Buy |
27,410
+5,059
| +23% | +$632K | 0.37% | 85 |
|
|
2023
Q4 | $2.93M | Buy |
22,351
+654
| +3% | +$70.8K | 0.3% | 92 |
|
|
2023
Q3 | $2.32M | Buy |
21,697
+7,241
| +50% | +$754K | 0.27% | 91 |
|
|
2023
Q2 | $1.34M | Sell |
14,456
-4,985
| -26% | -$431K | 0.19% | 117 |
|
|
2023
Q1 | $1.71M | Sell |
19,441
-9,611
| -33% | -$849K | 0.19% | 103 |
|
|
2022
Q4 | $2.81M | Buy |
+29,052
| New | +$2.51M | 0.2% | 101 |
|
|
2022
Q1 | $2.19M | Buy |
21,600
+12,034
| +126% | +$1.47M | 0.15% | 116 |
|
|
2021
Q4 | $1.26M | Sell |
9,566
-252
| -3% | -$33.6K | 0.08% | 153 |
|
|
2021
Q3 | $1.37M | Buy |
9,818
+22
| +0.2% | +$2.55K | 0.09% | 142 |
|
|
2021
Q2 | $1.12M | Sell |
9,796
-3,691
| -27% | -$328K | 0.08% | 141 |
|
|
2021
Q1 | $1.19M | Sell |
13,487
-3,655
| -21% | -$252K | 0.09% | 129 |
|
|
2020
Q4 | $1.22M | Buy |
17,142
+740
| +5% | +$43.1K | 0.1% | 124 |
|
|
2020
Q3 | $901K | Sell |
16,402
-412
| -2% | -$22K | 0.09% | 135 |
|
|
2020
Q2 | $894K | Sell |
16,814
-31,643
| -65% | -$1.67M | 0.09% | 127 |
|
|
2020
Q1 | $2.45M | Buy |
48,457
+319
| +0.7% | +$17.6K | 0.32% | 75 |
|
|
2019
Q4 | $3.03M | Sell |
48,138
-51,081
| -51% | -$2.65M | 0.36% | 73 |
|
|
2019
Q3 | $5.2M | Sell |
99,219
-36
| -0% | -$1.76K | 0.71% | 46 |
|
|
2019
Q2 | $4.73M | Buy |
99,255
+1,949
| +2% | +$77.7K | 0.71% | 44 |
|
|
2019
Q1 | $3.85M | Buy |
97,306
+1,686
| +2% | +$56.3K | 0.6% | 49 |
|
|
2018
Q4 | $3.19M | Buy |
95,620
+22,583
| +31% | +$746K | 0.51% | 60 |
|
|
2018
Q3 | $2.26M | Buy |
73,037
+7,322
| +11% | +$265K | 0.41% | 68 |
|
|
2018
Q2 | $2.11M | Buy |
65,715
+54,415
| +482% | +$1.73M | 0.43% | 66 |
|
|
2018
Q1 | $361K | Buy |
11,300
+2,409
| +27% | +$82.1K | 0.08% | 177 |
|
|
2017
Q4 | $285K | Buy |
8,891
+175
| +2% | +$5.7K | 0.08% | 163 |
|
|
2017
Q3 | $291K | Sell |
8,716
-708
| -8% | -$23.3K | 0.08% | 148 |
|
|
2017
Q2 | $314K | Buy |
9,424
+8,678
| +1,163% | +$272K | 0.09% | 135 |
|
|
2017
Q1 | $22K | Buy |
+746
| New | +$22.4K | 0.08% | 176 |
|
|
2016
Q3 | – | Sell |
-1,670
| Closed | -$35.5K | – | 967 |
|
|
2016
Q2 | $35.5K | Buy |
+1,670
| New | +$44.4K | ﹤0.01% | 1087 |
|
|
2015
Q4 | $92.4K | Buy |
+9,209
| New | +$294K | 0.02% | 435 |
|
|
2015
Q2 | $90K | Sell |
2,242
-1,388
| -38% | -$57K | 0.04% | 134 |
|
|
2015
Q1 | $140K | Buy |
+3,630
| New | +$131K | 0.07% | 142 |
|
Other funds holding BX
WealthPLAN Partners's BX Position: Q2 2026 in Review
WealthPLAN Partners reduced its Blackstone (BX) stake by 45% in Q2 2026, selling an estimated $424K and leaving 4,355 shares worth $512K. The position accounts for 0.1% of the portfolio, ranked #162.
WealthPLAN Partners first reported a position in BX in Q1 2015 and has held it in 40 quarters since. The position peaked at $5.2M in Q3 2019. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- WealthPLAN Partners held 4,355 shares of Blackstone worth $512K as of Q2 2026.
- WealthPLAN Partners sold 3,528 Blackstone shares in Q2 2026, an estimated $424K.
- Blackstone made up 0.1% of WealthPLAN Partners's portfolio in Q2 2026, its #162 holding.
- WealthPLAN Partners first reported a position in Blackstone in Q1 2015 and has held it in 40 quarters since.
- WealthPLAN Partners's Blackstone position peaked at $5.2M in Q3 2019.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.