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Addison Advisors’s Blackstone BX Stock Holding History

Addison 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 		$29.7K Sell
252
-92
-27% -$11.1K 0.01% 297
2026
Q1 		$39.6K Sell
344
-45
-12% -$5.86K 0.01% 461
2025
Q4 		$60K Buy
389
+1
+0.3% +$152 0.01% 392
2025
Q3 		$66.3K Hold
388
– – 0.02% 372
2025
Q2 		$58K Buy
388
+23
+6% +$3.16K 0.01% 391
2025
Q1 		$51K Hold
365
– – 0.01% 381
2024
Q4 		$62.9K Buy
365
+2
+0.6% +$348 0.02% 352
2024
Q3 		$55.6K Buy
363
+8
+2% +$1.11K 0.02% 376
2024
Q2 		$43.9K Buy
355
+51
+17% +$6.28K 0.01% 395
2024
Q1 		$39.9K Buy
304
+233
+328% +$29.1K 0.01% 392
2023
Q4 		$9.3K Hold
71
– – ﹤0.01% 518
2023
Q3 		$7.61K Buy
+71
New +$7.39K ﹤0.01% 507

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

Addison Advisors's BX Position: Q2 2026 in Review

Addison Advisors reduced its Blackstone (BX) stake by 27% in Q2 2026, selling an estimated $11.1K and leaving 252 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #297.

Addison Advisors first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $66.3K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Addison Advisors held 252 shares of Blackstone worth $29.7K as of Q2 2026.
  • Addison Advisors sold 92 Blackstone shares in Q2 2026, an estimated $11.1K.
  • Blackstone made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #297 holding.
  • Addison Advisors first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
  • Addison Advisors's Blackstone position peaked at $66.3K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.