WNY Asset Management’s Blackstone BX Stock Holding History

WNY Asset 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	$401K	Sell	3,406 -280	-8%	-$33.6K	0.04%	188
2026 Q1	$424K	Buy	+3,686	New	+$480K	0.04%	168
2025 Q3	$659K	Buy	3,855 +3	+0.1%	+$514	0.06%	124
2025 Q2	$576K	Buy	3,852 +64	+2%	+$8.79K	0.06%	128
2025 Q1	$529K	Sell	3,788 -476	-11%	-$77.3K	0.06%	136
2024 Q4	$735K	Buy	4,264 +1	+0%	+$174	0.09%	106
2024 Q3	$653K	Sell	4,263 -42	-1%	-$5.83K	0.08%	125
2024 Q2	$533K	Sell	4,305 -795	-16%	-$97.8K	0.07%	138
2024 Q1	$670K	Sell	5,100 -1,180	-19%	-$147K	0.1%	121
2023 Q4	$822K	Sell	6,280 -28	-0.4%	-$3.03K	0.14%	101
2023 Q3	$676K	Sell	6,308 -701	-10%	-$73K	0.13%	103
2023 Q2	$652K	Sell	7,009 -466	-6%	-$40.3K	0.14%	96
2023 Q1	$657K	Sell	7,475 -2,000	-21%	-$177K	0.16%	94
2022 Q4	$703K	Buy	9,475 +1,436	+18%	+$124K	0.19%	83
2022 Q3	$670K	Buy	8,039 +88	+1%	+$8.52K	0.24%	81
2022 Q2	$724K	Buy	7,951 +169	+2%	+$18.3K	0.25%	81
2022 Q1	$988K	Buy	7,782 +290	+4%	+$35.4K	0.31%	67
2021 Q4	$970K	Buy	7,492 +62	+0.8%	+$8.27K	0.29%	67
2021 Q3	$866K	Sell	7,430 -505	-6%	-$58.6K	0.3%	69
2021 Q2	$769K	Sell	7,935 -18	-0.2%	-$1.6K	0.28%	71
2021 Q1	$589K	Buy	7,953 +3	+0%	+$207	0.24%	70
2020 Q4	$512K	Buy	+7,950	New	+$463K	0.26%	47

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

WNY Asset Management's BX Position: Q2 2026 in Review

WNY Asset Management reduced its Blackstone (BX) stake by 7.6% in Q2 2026, selling an estimated $33.6K and leaving 3,406 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #188.

WNY Asset Management first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $988K in Q1 2022. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

WNY Asset Management held 3,406 shares of Blackstone worth $401K as of Q2 2026.
WNY Asset Management sold 280 Blackstone shares in Q2 2026, an estimated $33.6K.
Blackstone made up 0.04% of WNY Asset Management's portfolio in Q2 2026, its #188 holding.
WNY Asset Management first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
WNY Asset Management's Blackstone position peaked at $988K in Q1 2022.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.