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Adapt Wealth Advisors’s Blackstone BX Stock Holding History

Adapt 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
Q1 		– Sell
-1,470
Closed -$227K – 109
2025
Q4 		$227K Sell
1,470
-102
-6% -$15.5K 0.08% 91
2025
Q3 		$269K Buy
1,572
+122
+8% +$20.9K 0.1% 87
2025
Q2 		$217K Buy
+1,450
New +$199K 0.1% 57

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adapt Wealth Advisors's BX Position: Q1 2026 in Review

Adapt Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,470 shares — an estimated $227K sold.

Adapt Wealth Advisors first reported a position in BX in Q2 2025 and held it in 3 quarters. The position peaked at $269K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Adapt Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Adapt Wealth Advisors sold 1,470 Blackstone shares in Q1 2026, an estimated $227K.
  • Adapt Wealth Advisors first reported a position in Blackstone in Q2 2025 and held it in 3 quarters.
  • Adapt Wealth Advisors's Blackstone position peaked at $269K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.