Alaska Wealth Advisors’s Blackstone BX Stock Holding History

Alaska Wealth Advisors’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	$235K	Hold	2,000	–	–	0.03%	83
2026 Q1	$230K	Hold	2,000	–	–	0.03%	81
2025 Q4	$308K	Hold	2,000	–	–	0.04%	69
2025 Q3	$342K	Hold	2,000	–	–	0.04%	62
2025 Q2	$299K	Hold	2,000	–	–	0.04%	62
2025 Q1	$280K	Hold	2,000	–	–	0.04%	51
2024 Q4	$345K	Sell	2,000 -1,000	-33%	-$174K	0.05%	49
2024 Q3	$459K	Hold	3,000	–	–	0.07%	49
2024 Q2	$371K	Sell	3,000 -161	-5%	-$19.8K	0.06%	51
2024 Q1	$415K	Hold	3,161	–	–	0.06%	49
2023 Q4	$414K	Sell	3,161 -39	-1%	-$4.22K	0.07%	47
2023 Q3	$343K	Hold	3,200	–	–	0.05%	49
2023 Q2	$298K	Hold	3,200	–	–	0.05%	50
2023 Q1	$281K	Hold	3,200	–	–	0.05%	48
2022 Q4	$237K	Hold	3,200	–	–	0.04%	52
2022 Q3	$268K	Hold	3,200	–	–	0.05%	49
2022 Q2	$292K	Hold	3,200	–	–	0.06%	46
2022 Q1	$406K	Buy	3,200 +200	+7%	+$24.4K	0.07%	37
2021 Q4	$388K	Buy	+3,000	New	+$400K	0.07%	39

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alaska Wealth Advisors's BX Position: Q2 2026 in Review

Alaska Wealth Advisors held its Blackstone (BX) position steady in Q2 2026 at 2,000 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #83.

Alaska Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $459K in Q3 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Alaska Wealth Advisors held 2,000 shares of Blackstone worth $235K as of Q2 2026.
Alaska Wealth Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.03% of Alaska Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Alaska Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Alaska Wealth Advisors's Blackstone position peaked at $459K in Q3 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.