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Willner & Heller’s Blackstone BX Stock Holding History

Willner & Heller’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 		$612K Buy
5,205
+48
+0.9% +$5.77K 0.38% 77
2026
Q1 		$593K Buy
5,157
+32
+0.6% +$4.16K 0.44% 72
2025
Q4 		$790K Buy
5,125
+45
+0.9% +$6.84K 0.57% 51
2025
Q3 		$868K Sell
5,080
-6
-0.1% -$1.03K 0.67% 41
2025
Q2 		$761K Buy
5,086
+34
+0.7% +$4.67K 0.64% 45
2025
Q1 		$706K Buy
5,052
+43
+0.9% +$6.98K 0.65% 47
2024
Q4 		$864K Sell
5,009
-26
-0.5% -$4.53K 0.76% 33
2024
Q3 		$771K Buy
5,035
+32
+0.6% +$4.44K 0.69% 41
2024
Q2 		$619K Sell
5,003
-134
-3% -$16.5K 0.59% 49
2024
Q1 		$675K Sell
5,137
-41
-0.8% -$5.12K 0.67% 46
2023
Q4 		$678K Buy
+5,178
New +$560K 0.76% 43
2022
Q4 		$430K Buy
+5,794
New +$500K 0.61% 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

Willner & Heller's BX Position: Q2 2026 in Review

Willner & Heller increased its Blackstone (BX) stake by 0.93% in Q2 2026, buying an estimated $5.77K and bringing the position to 5,205 shares worth $612K. The position accounts for 0.38% of the portfolio, ranked #77.

Willner & Heller first reported a position in BX in Q4 2022 and has held it in 12 quarters since. The position peaked at $868K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Willner & Heller held 5,205 shares of Blackstone worth $612K as of Q2 2026.
  • Willner & Heller bought 48 Blackstone shares in Q2 2026, an estimated $5.77K.
  • Blackstone made up 0.38% of Willner & Heller's portfolio in Q2 2026, its #77 holding.
  • Willner & Heller first reported a position in Blackstone in Q4 2022 and has held it in 12 quarters since.
  • Willner & Heller's Blackstone position peaked at $868K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.