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Acumen Wealth Advisors’s Blackstone BX Stock Holding History

Acumen 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 		$32.8K Buy
279
+145
+108% +$17.4K 0.01% 181
2026
Q1 		$15.4K Hold
134
– – ﹤0.01% 252
2025
Q4 		$20.7K Buy
+134
New +$20.4K 0.01% 224

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

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

Acumen Wealth Advisors increased its Blackstone (BX) stake by 108% in Q2 2026, buying an estimated $17.4K and bringing the position to 279 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #181.

Acumen Wealth Advisors first reported a position in BX in Q4 2025 and has held it in 3 quarters since. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Acumen Wealth Advisors held 279 shares of Blackstone worth $32.8K as of Q2 2026.
  • Acumen Wealth Advisors bought 145 Blackstone shares in Q2 2026, an estimated $17.4K.
  • Blackstone made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Acumen Wealth Advisors first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.