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HB Wealth Management, LLC → BX

HB Wealth Management, LLC BX Position History

Blackstone Inc. • Financial Services

Quarters held
10
Latest value
$1.4B
Q3 2026
Peak value
$1.4B
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8M
Q4 2025$817K
Q4 2025$1.2B
Q1 2026$609K
Q1 2026$5.5M
Q1 2026$1.2B
Q2 2026$6M
Q2 2026$1.4B
Q3 2026$8.2M
Q3 2026$1.4B

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4B5.96M——
Q3 2026$8.2M73.4K——
Q2 2026$1.4B5.86M——
Q2 2026$6M50.9K——
Q1 2026$1.2B5.76M——
Q1 2026$5.5M48.1K——
Q1 2026$609K5.3K——
Q4 2025$1.2B5.71M——
Q4 2025$817K5.3K——
Q4 2025$8M52.0K——

Other funds holding BX

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
VGES

VANGUARD STAR FDS

$736.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$730.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$720M
VGES

VANGUARD STAR FDS

$707.5M