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Wellington-Altus USA’s Blackstone BX Stock Holding History

Wellington-Altus USA’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 		$25.5K Buy
+222
New +$26.7K 0.02% 454
2026
Q1 		– Sell
-890
Closed -$137K – 702
2025
Q4 		$137K Buy
+890
New +$135K 0.1% 160

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 $3.37T AUM 44.26% 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

Wellington-Altus USA's BX Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Blackstone (BX) in Q2 2026: 222 shares worth $25.5K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in BX as recently as Q4 2025.

Wellington-Altus USA first reported a position in BX in Q4 2025 and has held it in 2 quarters since. The position peaked at $137K in Q4 2025. 2,160 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wellington-Altus USA held 222 shares of Blackstone worth $25.5K as of Q2 2026.
  • Blackstone was a new Wellington-Altus USA position in Q2 2026.
  • Blackstone made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #454 holding.
  • Wellington-Altus USA first reported a position in Blackstone in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Blackstone position peaked at $137K in Q4 2025.
  • 2,160 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.