Aletheian Wealth Advisors’s Blackstone BX Stock Holding History

Aletheian 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 Q3	$219K	Sell	1,957 -141	-7%	-$18.4K	0.09%	106
2026 Q2	$247K	Buy	2,098 +100	+5%	+$12K	0.11%	100
2026 Q1	$230K	Buy	+1,998	New	+$260K	0.11%	89
2025 Q3	$359K	Buy	2,099 +8	+0.4%	+$1.37K	0.17%	70
2025 Q2	$313K	Buy	2,091 +35	+2%	+$4.81K	0.15%	73
2025 Q1	$287K	Buy	+2,056	New	+$334K	0.16%	71

Other funds holding BX

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Aletheian Wealth Advisors's BX Position: Q3 2026 in Review

Aletheian Wealth Advisors reduced its Blackstone (BX) stake by 6.7% in Q3 2026, selling an estimated $18.4K and leaving 1,957 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #106.

Aletheian Wealth Advisors first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $359K in Q3 2025. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Aletheian Wealth Advisors held 1,957 shares of Blackstone worth $219K as of Q3 2026.
Aletheian Wealth Advisors sold 141 Blackstone shares in Q3 2026, an estimated $18.4K.
Blackstone made up 0.09% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #106 holding.
Aletheian Wealth Advisors first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
Aletheian Wealth Advisors's Blackstone position peaked at $359K in Q3 2025.
98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.