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Advyzon Investment Management’s Blackstone BX Stock Holding History

Advyzon Investment 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 		$577K Buy
4,904
+531
+12% +$63.8K 0.04% 426
2026
Q1 		$503K Buy
4,373
+727
+20% +$94.6K 0.05% 397
2025
Q4 		$562K Buy
3,646
+920
+34% +$140K 0.07% 293
2025
Q3 		$466K Buy
2,726
+337
+14% +$57.7K 0.08% 232
2025
Q2 		$357K Buy
2,389
+292
+14% +$40.1K 0.08% 240
2025
Q1 		$293K Sell
2,097
-114
-5% -$18.5K 0.1% 188
2024
Q4 		$381K Buy
+2,211
New +$385K 0.15% 131

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

Advyzon Investment Management's BX Position: Q2 2026 in Review

Advyzon Investment Management increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $63.8K and bringing the position to 4,904 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #426.

Advyzon Investment Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Advyzon Investment Management held 4,904 shares of Blackstone worth $577K as of Q2 2026.
  • Advyzon Investment Management bought 531 Blackstone shares in Q2 2026, an estimated $63.8K.
  • Blackstone made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #426 holding.
  • Advyzon Investment Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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