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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
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

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

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

Aletheian Wealth Advisors increased its Blackstone (BX) stake by 5% in Q2 2026, buying an estimated $12K and bringing the position to 2,098 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #100.

Aletheian Wealth Advisors first reported a position in BX in Q1 2025 and has held it in 5 quarters since. The position peaked at $359K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Aletheian Wealth Advisors held 2,098 shares of Blackstone worth $247K as of Q2 2026.
  • Aletheian Wealth Advisors bought 100 Blackstone shares in Q2 2026, an estimated $12K.
  • Blackstone made up 0.11% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Aletheian Wealth Advisors first reported a position in Blackstone in Q1 2025 and has held it in 5 quarters since.
  • Aletheian Wealth Advisors's Blackstone position peaked at $359K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.