Xcel Wealth Management’s Blackstone BX Stock Holding History

Xcel 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 Q3	$864K	Hold	7,705	–	–	0.21%	78
2026 Q2	$907K	Sell	7,705 -2,188	-22%	-$263K	0.22%	81
2026 Q1	$1.14M	Sell	9,893 -2,219	-18%	-$289K	0.31%	65
2025 Q4	$1.87M	Hold	12,112	–	–	0.47%	54
2025 Q3	$2.07M	Hold	12,112	–	–	0.54%	45
2025 Q2	$1.81M	Sell	12,112 -181	-1%	-$24.9K	0.52%	48
2025 Q1	$1.72M	Hold	12,293	–	–	0.54%	46
2024 Q4	$2.12M	Hold	12,293	–	–	0.59%	36
2024 Q3	$1.88M	Hold	12,293	–	–	0.55%	41
2024 Q2	$1.52M	Hold	12,293	–	–	0.48%	44
2024 Q1	$1.61M	Sell	12,293 -450	-4%	-$56.2K	0.5%	46
2023 Q4	$1.67M	Sell	12,743 -915	-7%	-$99K	0.59%	44
2023 Q3	$1.46M	Sell	13,658 -432	-3%	-$45K	0.58%	44
2023 Q2	$1.31M	Buy	14,090 +1,550	+12%	+$134K	0.41%	55
2023 Q1	$1.1M	Buy	+12,540	New	+$1.11M	0.39%	54

Other funds holding BX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Xcel Wealth Management's BX Position: Q3 2026 in Review

Xcel Wealth Management held its Blackstone (BX) position steady in Q3 2026 at 7,705 shares worth $864K. The position accounts for 0.21% of the portfolio, ranked #78.

Xcel Wealth Management first reported a position in BX in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.12M in Q4 2024. 1,335 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Xcel Wealth Management held 7,705 shares of Blackstone worth $864K as of Q3 2026.
Xcel Wealth Management left its Blackstone share count unchanged in Q3 2026.
Blackstone made up 0.21% of Xcel Wealth Management's portfolio in Q3 2026, its #78 holding.
Xcel Wealth Management first reported a position in Blackstone in Q1 2023 and has held it in 15 quarters since.
Xcel Wealth Management's Blackstone position peaked at $2.12M in Q4 2024.
1,335 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.