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Advisors Asset Management’s Blackstone BX Stock Holding History

Advisors Asset Management’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 		$3.86M Sell
32,792
-8,584
-21% -$1.03M 0.06% 425
2026
Q1 		$4.76M Sell
41,376
-15,382
-27% -$2M 0.08% 343
2025
Q4 		$8.75M Sell
56,758
-7,934
-12% -$1.21M 0.15% 169
2025
Q3 		$11.1M Buy
64,692
+427
+0.7% +$73.2K 0.19% 114
2025
Q2 		$9.61M Sell
64,265
-558
-0.9% -$76.7K 0.17% 129
2025
Q1 		$9.06M Sell
64,823
-5,762
-8% -$935K 0.17% 138
2024
Q4 		$12.2M Sell
70,585
-7,618
-10% -$1.33M 0.22% 88
2024
Q3 		$12M Buy
78,203
+1,140
+1% +$158K 0.22% 96
2024
Q2 		$9.54M Buy
77,063
+1,106
+1% +$136K 0.19% 122
2024
Q1 		$9.98M Sell
75,957
-3,089
-4% -$386K 0.19% 112
2023
Q4 		$10.3M Sell
79,046
-3,809
-5% -$412K 0.21% 108
2023
Q3 		$8.88M Buy
82,855
+2,856
+4% +$297K 0.19% 113
2023
Q2 		$7.44M Buy
79,999
+1,846
+2% +$159K 0.15% 148
2023
Q1 		$6.86M Buy
78,153
+13,185
+20% +$1.16M 0.14% 170
2022
Q4 		$4.82M Buy
64,968
+7,777
+14% +$672K 0.1% 240
2022
Q3 		$4.79M Buy
57,191
+15,477
+37% +$1.5M 0.09% 241
2022
Q2 		$3.81M Buy
41,714
+9,454
+29% +$1.02M 0.07% 313
2022
Q1 		$4.1M Buy
32,260
+9,409
+41% +$1.15M 0.06% 329
2021
Q4 		$2.96M Buy
22,851
+8,715
+62% +$1.16M 0.04% 472
2021
Q3 		$1.65M Buy
14,136
+7,196
+104% +$835K 0.02% 654
2021
Q2 		$674K Buy
6,940
+1,957
+39% +$174K 0.01% 935
2021
Q1 		$371K Buy
4,983
+2,602
+109% +$180K 0.01% 1082
2020
Q4 		$154K Buy
2,381
+1,399
+142% +$81.5K ﹤0.01% 1286
2020
Q3 		$51.3K Buy
+982
New +$52.6K ﹤0.01% 1397

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

Advisors Asset Management's BX Position: Q2 2026 in Review

Advisors Asset Management reduced its Blackstone (BX) stake by 21% in Q2 2026, selling an estimated $1.03M and leaving 32,792 shares worth $3.86M. The position accounts for 0.06% of the portfolio, ranked #425.

Advisors Asset Management first reported a position in BX in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.2M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Advisors Asset Management held 32,792 shares of Blackstone worth $3.86M as of Q2 2026.
  • Advisors Asset Management sold 8,584 Blackstone shares in Q2 2026, an estimated $1.03M.
  • Blackstone made up 0.06% of Advisors Asset Management's portfolio in Q2 2026, its #425 holding.
  • Advisors Asset Management first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • Advisors Asset Management's Blackstone position peaked at $12.2M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.