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Westshore Wealth’s Blackstone BX Stock Holding History

Westshore Wealth’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 		$303K Buy
2,579
+42
+2% +$5.05K 0.09% 81
2026
Q1 		$292K Buy
2,537
+50
+2% +$6.5K 0.1% 82
2025
Q4 		$383K Sell
2,487
-163
-6% -$24.8K 0.13% 60
2025
Q3 		$453K Sell
2,650
-84
-3% -$14.4K 0.15% 55
2025
Q2 		$409K Sell
2,734
-113
-4% -$15.5K 0.16% 54
2025
Q1 		$398K Sell
2,847
-136
-5% -$22.1K 0.17% 55
2024
Q4 		$514K Sell
2,983
-95
-3% -$16.6K 0.21% 35
2024
Q3 		$471K Sell
3,078
-52
-2% -$7.21K 0.19% 41
2024
Q2 		$387K Sell
3,130
-19
-0.6% -$2.34K 0.16% 45
2024
Q1 		$414K Sell
3,149
-27
-0.9% -$3.37K 0.17% 47
2023
Q4 		$416K Hold
3,176
– – 0.19% 40
2023
Q3 		$340K Hold
3,176
– – 0.19% 44
2023
Q2 		$295K Sell
3,176
-104
-3% -$8.98K 0.15% 65
2023
Q1 		$288K Buy
3,280
+113
+4% +$9.98K 0.15% 71
2022
Q4 		$235K Hold
3,167
– – 0.13% 89
2022
Q3 		$265K Buy
3,167
+1
+0% +$97 0.18% 63
2022
Q2 		$289K Buy
3,166
+78
+3% +$8.42K 0.19% 62
2022
Q1 		$392K Buy
3,088
+398
+15% +$48.5K 0.26% 48
2021
Q4 		$348K Buy
+2,690
New +$359K 0.24% 55

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

Westshore Wealth's BX Position: Q2 2026 in Review

Westshore Wealth increased its Blackstone (BX) stake by 1.7% in Q2 2026, buying an estimated $5.05K and bringing the position to 2,579 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #81.

Westshore Wealth first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $514K in Q4 2024. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Westshore Wealth held 2,579 shares of Blackstone worth $303K as of Q2 2026.
  • Westshore Wealth bought 42 Blackstone shares in Q2 2026, an estimated $5.05K.
  • Blackstone made up 0.09% of Westshore Wealth's portfolio in Q2 2026, its #81 holding.
  • Westshore Wealth first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Westshore Wealth's Blackstone position peaked at $514K in Q4 2024.
  • 2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.