Westwood Wealth Management’s Blackstone BX Stock Holding History

Westwood 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	$303K	Sell	2,575 -1,000	-28%	-$120K	0.09%	38
2026 Q1	$411K	Buy	3,575 +1,152	+48%	+$150K	0.16%	31
2025 Q4	$373K	Sell	2,423 -1,252	-34%	-$190K	0.28%	73
2025 Q3	$628K	Sell	3,675 -2,500	-40%	-$428K	0.23%	31
2025 Q2	$924K	Hold	6,175	–	–	0.31%	30
2025 Q1	$863K	Hold	6,175	–	–	0.37%	31
2024 Q4	$1.06M	Hold	6,175	–	–	0.38%	27
2024 Q3	$946K	Sell	6,175 -1,000	-14%	-$139K	0.37%	25
2024 Q2	$888K	Buy	+7,175	New	+$883K	0.33%	27
2024 Q1	–	Sell	-7,175	Closed	-$939K	–	41
2023 Q4	$939K	Buy	7,175 +25	+0.3%	+$2.71K	0.72%	21
2023 Q3	$766K	Hold	7,150	–	–	0.51%	25
2023 Q2	$665K	Buy	7,150 +50	+0.7%	+$4.32K	0.47%	27
2023 Q1	$624K	Sell	7,100 -1,650	-19%	-$146K	0.56%	28
2022 Q4	$649K	Buy	8,750 +1,650	+23%	+$142K	0.78%	26
2022 Q3	$594K	Buy	+7,100	New	+$688K	0.53%	27

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's BX Position: Q2 2026 in Review

Westwood Wealth Management reduced its Blackstone (BX) stake by 28% in Q2 2026, selling an estimated $120K and leaving 2,575 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #38.

Westwood Wealth Management first reported a position in BX in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2024. 2,163 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Westwood Wealth Management held 2,575 shares of Blackstone worth $303K as of Q2 2026.
Westwood Wealth Management sold 1,000 Blackstone shares in Q2 2026, an estimated $120K.
Blackstone made up 0.09% of Westwood Wealth Management's portfolio in Q2 2026, its #38 holding.
Westwood Wealth Management first reported a position in Blackstone in Q3 2022 and has held it in 15 quarters since.
Westwood Wealth Management's Blackstone position peaked at $1.06M in Q4 2024.
2,163 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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