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Advisory Advocates’s Blackstone BX Stock Holding History

Advisory Advocates’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 		$753K Buy
6,400
+500
+8% +$60.1K 0.65% 41
2026
Q1 		$678K Buy
5,900
+300
+5% +$39K 0.69% 50
2025
Q4 		$863K Buy
+5,600
New +$851K 0.86% 37

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Advocates's BX Position: Q2 2026 in Review

Advisory Advocates increased its Blackstone (BX) stake by 8.5% in Q2 2026, buying an estimated $60.1K and bringing the position to 6,400 shares worth $753K. The position accounts for 0.65% of the portfolio, ranked #41.

Advisory Advocates first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $863K in Q4 2025. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Advisory Advocates held 6,400 shares of Blackstone worth $753K as of Q2 2026.
  • Advisory Advocates bought 500 Blackstone shares in Q2 2026, an estimated $60.1K.
  • Blackstone made up 0.65% of Advisory Advocates's portfolio in Q2 2026, its #41 holding.
  • Advisory Advocates first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Blackstone position peaked at $863K in Q4 2025.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.