Aletheian Wealth Advisors’s Blackstone BX Stock Holding History

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

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.