AE Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.7M | Buy |
14,424
+3,328
| +30% | +$400K | 0.01% | 717 |
|
|
2026
Q1 | $1.28M | Buy |
11,096
+847
| +8% | +$110K | 0.01% | 779 |
|
|
2025
Q4 | $1.58M | Buy |
10,249
+3,469
| +51% | +$527K | 0.01% | 678 |
|
|
2025
Q3 | $1.16M | Buy |
6,780
+1,025
| +18% | +$176K | 0.01% | 716 |
|
|
2025
Q2 | $861K | Sell |
5,755
-1,087
| -16% | -$149K | 0.01% | 766 |
|
|
2025
Q1 | $956K | Buy |
6,842
+508
| +8% | +$82.5K | 0.01% | 710 |
|
|
2024
Q4 | $1.09M | Sell |
6,334
-400
| -6% | -$69.7K | 0.01% | 679 |
|
|
2024
Q3 | $1.03M | Sell |
6,734
-3,385
| -33% | -$470K | 0.01% | 684 |
|
|
2024
Q2 | $1.25M | Buy |
10,119
+5,072
| +100% | +$624K | 0.01% | 649 |
|
|
2024
Q1 | $663K | Sell |
5,047
-50,536
| -91% | -$6.31M | 0.01% | 755 |
|
|
2023
Q4 | $6.92M | Sell |
55,583
-9,131
| -14% | -$988K | 0.04% | 492 |
|
|
2023
Q3 | $6.93M | Buy |
64,714
+2,173
| +3% | +$226K | 0.04% | 458 |
|
|
2023
Q2 | $5.81M | Buy |
62,541
+20,443
| +49% | +$1.77M | 0.04% | 497 |
|
|
2023
Q1 | $3.7M | Buy |
42,098
+5,729
| +16% | +$506K | 0.02% | 590 |
|
|
2022
Q4 | $2.7M | Sell |
36,369
-5,680
| -14% | -$491K | 0.02% | 643 |
|
|
2022
Q3 | $3.52M | Buy |
42,049
+684
| +2% | +$66.2K | 0.03% | 517 |
|
|
2022
Q2 | $3.77M | Buy |
41,365
+12,282
| +42% | +$1.33M | 0.03% | 469 |
|
|
2022
Q1 | $3.69M | Buy |
29,083
+3,574
| +14% | +$436K | 0.03% | 528 |
|
|
2021
Q4 | $3.3M | Buy |
25,509
+4,487
| +21% | +$598K | 0.02% | 539 |
|
|
2021
Q3 | $2.45M | Buy |
21,022
+2,074
| +11% | +$241K | 0.02% | 581 |
|
|
2021
Q2 | $1.84M | Buy |
18,948
+6,425
| +51% | +$571K | 0.02% | 661 |
|
|
2021
Q1 | $933K | Sell |
12,523
-970
| -7% | -$67K | 0.01% | 795 |
|
|
2020
Q4 | $875K | Buy |
13,493
+455
| +3% | +$26.5K | 0.01% | 753 |
|
|
2020
Q3 | $681K | Buy |
13,038
+1,121
| +9% | +$60K | 0.01% | 749 |
|
|
2020
Q2 | $675K | Buy |
11,917
+1,800
| +18% | +$94.7K | 0.01% | 747 |
|
|
2020
Q1 | $461K | Buy |
10,117
+2,758
| +37% | +$153K | 0.01% | 712 |
|
|
2019
Q4 | $412K | Buy |
7,359
+1,526
| +26% | +$79.2K | 0.01% | 797 |
|
|
2019
Q3 | $285K | Buy |
5,833
+470
| +9% | +$22.9K | 0.01% | 805 |
|
|
2019
Q2 | $238K | Buy |
+5,363
| New | +$214K | 0.01% | 841 |
|
|
2018
Q4 | – | Sell |
-5,530
| Closed | -$211K | – | 495 |
|
|
2018
Q3 | $211K | Buy |
+5,530
| New | +$200K | 0.01% | 545 |
|
Other funds holding BX
AE Wealth Management's BX Position: Q2 2026 in Review
AE Wealth Management increased its Blackstone (BX) stake by 30% in Q2 2026, buying an estimated $400K and bringing the position to 14,424 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #717.
AE Wealth Management first reported a position in BX in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.93M in Q3 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- AE Wealth Management held 14,424 shares of Blackstone worth $1.7M as of Q2 2026.
- AE Wealth Management bought 3,328 Blackstone shares in Q2 2026, an estimated $400K.
- Blackstone made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #717 holding.
- AE Wealth Management first reported a position in Blackstone in Q3 2018 and has held it in 30 quarters since.
- AE Wealth Management's Blackstone position peaked at $6.93M in Q3 2023.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.