Alta Advisers’s Blackstone BX Stock Holding History

Alta Advisers’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	$591K	Buy	5,272 +2,266	+75%	+$296K	0.09%	139
2026 Q2	$354K	Hold	3,006	–	–	0.08%	118
2026 Q1	$346K	Hold	3,006	–	–	0.13%	120
2025 Q4	$463K	Sell	3,006 -600	-17%	-$91.2K	0.17%	94
2025 Q3	$616K	Hold	3,606	–	–	0.19%	90
2025 Q2	$539K	Hold	3,606	–	–	0.19%	98
2025 Q1	$504K	Buy	3,606 +1,200	+50%	+$195K	0.21%	95
2024 Q4	$415K	Buy	2,406 +506	+27%	+$88.2K	0.26%	78
2024 Q3	$291K	Hold	1,900	–	–	0.13%	97
2024 Q2	$235K	Hold	1,900	–	–	0.11%	105
2024 Q1	$250K	Hold	1,900	–	–	0.12%	105
2023 Q4	$249K	Hold	1,900	–	–	0.13%	99
2023 Q3	$204K	Hold	1,900	–	–	0.12%	106
2023 Q2	$177K	Hold	1,900	–	–	0.1%	123
2023 Q1	$167K	Hold	1,900	–	–	0.1%	125
2022 Q4	$141K	Hold	1,900	–	–	0.08%	145
2022 Q3	$159K	Buy	+1,900	New	+$184K	0.1%	110

Other funds holding BX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Alta Advisers's BX Position: Q3 2026 in Review

Alta Advisers increased its Blackstone (BX) stake by 75% in Q3 2026, buying an estimated $296K and bringing the position to 5,272 shares worth $591K. The position accounts for 0.09% of the portfolio, ranked #139.

Alta Advisers first reported a position in BX in Q3 2022 and has held it in 17 quarters since. The position peaked at $616K in Q3 2025. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Alta Advisers held 5,272 shares of Blackstone worth $591K as of Q3 2026.
Alta Advisers bought 2,266 Blackstone shares in Q3 2026, an estimated $296K.
Blackstone made up 0.09% of Alta Advisers's portfolio in Q3 2026, its #139 holding.
Alta Advisers first reported a position in Blackstone in Q3 2022 and has held it in 17 quarters since.
Alta Advisers's Blackstone position peaked at $616K in Q3 2025.
1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.