WHI Trust’s Blackstone BX Stock Holding History

WHI Trust’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	–	Sell	-70	Closed	-$8.05K	–	67
2026 Q1	$8.05K	Hold	70	–	–	0.01%	79
2025 Q4	$10.8K	Buy	+70	New	+$10.6K	0.01%	80

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

WHI Trust's BX Position: Q2 2026 in Review

WHI Trust sold out of Blackstone (BX) in Q2 2026, closing a stake of 70 shares — an estimated $8.05K sold.

WHI Trust first reported a position in BX in Q4 2025 and held it in 2 quarters. The position peaked at $10.8K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

WHI Trust reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
WHI Trust sold 70 Blackstone shares in Q2 2026, an estimated $8.05K.
WHI Trust first reported a position in Blackstone in Q4 2025 and held it in 2 quarters.
WHI Trust's Blackstone position peaked at $10.8K in Q4 2025.
2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.