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 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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Xcel Wealth Management reduced its Blackstone (BX) stake by 22% in Q2 2026, selling an estimated $263K and leaving 7,705 shares worth $907K. The position accounts for 0.22% of the portfolio, ranked #81.

Xcel Wealth Management first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.12M in Q4 2024. 850 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Xcel Wealth Management held 7,705 shares of Blackstone worth $907K as of Q2 2026.
Xcel Wealth Management sold 2,188 Blackstone shares in Q2 2026, an estimated $263K.
Blackstone made up 0.22% of Xcel Wealth Management's portfolio in Q2 2026, its #81 holding.
Xcel Wealth Management first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
Xcel Wealth Management's Blackstone position peaked at $2.12M in Q4 2024.
850 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.