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Aaron Wealth Advisors’s Blackstone BX Stock Holding History

Aaron Wealth Advisors’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 		$306K Sell
2,603
-808
-24% -$97.1K 0.02% 571
2026
Q1 		$392K Buy
3,411
+95
+3% +$12.4K 0.02% 459
2025
Q4 		$511K Sell
3,316
-44
-1% -$6.69K 0.03% 427
2025
Q3 		$574K Buy
3,360
+1,282
+62% +$220K 0.03% 371
2025
Q2 		$311K Sell
2,078
-242
-10% -$33.3K 0.03% 350
2025
Q1 		$324K Buy
2,320
+150
+7% +$24.3K 0.04% 310
2024
Q4 		$374K Buy
2,170
+185
+9% +$32.2K 0.04% 268
2024
Q3 		$304K Buy
1,985
+355
+22% +$49.2K 0.04% 300
2024
Q2 		$202K Buy
+1,630
New +$201K 0.03% 316
2022
Q2 		– Sell
-1,406
Closed -$178K – 285
2022
Q1 		$178K Buy
+1,406
New +$171K 0.04% 200

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

Aaron Wealth Advisors's BX Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $97.1K and leaving 2,603 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #571.

Aaron Wealth Advisors first reported a position in BX in Q1 2022 and has held it in 10 quarters since. The position peaked at $574K in Q3 2025. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Aaron Wealth Advisors held 2,603 shares of Blackstone worth $306K as of Q2 2026.
  • Aaron Wealth Advisors sold 808 Blackstone shares in Q2 2026, an estimated $97.1K.
  • Blackstone made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #571 holding.
  • Aaron Wealth Advisors first reported a position in Blackstone in Q1 2022 and has held it in 10 quarters since.
  • Aaron Wealth Advisors's Blackstone position peaked at $574K in Q3 2025.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.