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Advisor OS’s Blackstone BX Stock Holding History

Advisor OS’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 		$454K Buy
3,862
+226
+6% +$27.2K 0.03% 339
2026
Q1 		$418K Sell
3,636
-105
-3% -$13.7K 0.03% 338
2025
Q4 		$577K Buy
3,741
+272
+8% +$41.3K 0.05% 261
2025
Q3 		$593K Sell
3,469
-124
-3% -$21.2K 0.05% 230
2025
Q2 		$537K Buy
3,593
+114
+3% +$15.7K 0.05% 242
2025
Q1 		$486K Buy
3,479
+150
+5% +$24.3K 0.06% 239
2024
Q4 		$574K Buy
3,329
+205
+7% +$35.7K 0.07% 201
2024
Q3 		$478K Sell
3,124
-5,611
-64% -$778K 0.05% 255
2024
Q2 		$1.08M Sell
8,735
-733
-8% -$90.2K 0.12% 154
2024
Q1 		$1.24M Sell
9,468
-151
-2% -$18.9K 0.14% 130
2023
Q4 		$1.26M Sell
9,619
-1,713
-15% -$185K 0.16% 112
2023
Q3 		$1.21M Buy
11,332
+540
+5% +$56.2K 0.18% 101
2023
Q2 		$1M Buy
10,792
+2,126
+25% +$184K 0.16% 123
2023
Q1 		$761K Buy
8,666
+568
+7% +$50.2K 0.18% 134
2022
Q4 		$601K Buy
8,098
+1,101
+16% +$95.1K 0.16% 138
2022
Q3 		$587K Sell
6,997
-421
-6% -$40.8K 0.18% 115
2022
Q2 		$677K Buy
7,418
+112
+2% +$12.1K 0.2% 115
2022
Q1 		$928K Buy
+7,306
New +$891K 0.27% 86

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

Advisor OS's BX Position: Q2 2026 in Review

Advisor OS increased its Blackstone (BX) stake by 6.2% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,862 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #339.

Advisor OS first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q4 2023. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Advisor OS held 3,862 shares of Blackstone worth $454K as of Q2 2026.
  • Advisor OS bought 226 Blackstone shares in Q2 2026, an estimated $27.2K.
  • Blackstone made up 0.03% of Advisor OS's portfolio in Q2 2026, its #339 holding.
  • Advisor OS first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
  • Advisor OS's Blackstone position peaked at $1.26M in Q4 2023.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.