Western Pacific Wealth Management’s Blackstone BX Stock Holding History

Western Pacific Wealth 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	$21.4K	Sell	182 -1,051	-85%	-$126K	0.02%	142
2026 Q1	$142K	Hold	1,233	–	–	0.14%	73
2025 Q4	$190K	Hold	1,233	–	–	0.18%	62
2025 Q3	$211K	Hold	1,233	–	–	0.21%	63
2025 Q2	$184K	Buy	1,233 +544	+79%	+$74.7K	0.18%	69
2025 Q1	$96.3K	Hold	689	–	–	0.09%	100
2024 Q4	$119K	Buy	689 +20	+3%	+$3.48K	0.1%	97
2024 Q3	$102K	Hold	669	–	–	0.07%	120
2024 Q2	$82.8K	Buy	669 +231	+53%	+$28.4K	0.06%	114
2024 Q1	$57.5K	Hold	438	–	–	0.04%	136
2023 Q4	$57.3K	Hold	438	–	–	0.04%	133
2023 Q3	$46.9K	Buy	438 +228	+109%	+$23.7K	0.04%	144
2023 Q2	$19.5K	Hold	210	–	–	0.01%	185
2023 Q1	$18.4K	Hold	210	–	–	0.01%	186
2022 Q4	$15.6K	Hold	210	–	–	0.01%	185
2022 Q3	$17K	Hold	210	–	–	0.02%	177
2022 Q2	$19K	Hold	210	–	–	0.02%	123
2022 Q1	$26K	Hold	210	–	–	0.02%	131
2021 Q4	$27K	Buy	+210	New	+$28K	0.02%	137

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Western Pacific Wealth Management's BX Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Blackstone (BX) stake by 85% in Q2 2026, selling an estimated $126K and leaving 182 shares worth $21.4K. The position accounts for 0.02% of the portfolio, ranked #142.

Western Pacific Wealth Management first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $211K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Western Pacific Wealth Management held 182 shares of Blackstone worth $21.4K as of Q2 2026.
Western Pacific Wealth Management sold 1,051 Blackstone shares in Q2 2026, an estimated $126K.
Blackstone made up 0.02% of Western Pacific Wealth Management's portfolio in Q2 2026, its #142 holding.
Western Pacific Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's Blackstone position peaked at $211K in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.