Altus Wealth Group’s Blackstone BX Stock Holding History

Altus Wealth Group’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	$1.81M	Sell	15,377 -1,902	-11%	-$229K	0.65%	26
2026 Q1	$1.99M	Sell	17,279 -1,679	-9%	-$218K	0.81%	27
2025 Q4	$2.92M	Buy	18,958 +3,320	+21%	+$505K	1.17%	17
2025 Q3	$2.67M	Buy	15,638 +196	+1%	+$33.6K	1.1%	17
2025 Q2	$2.31M	Sell	15,442 -615	-4%	-$84.5K	1.02%	21
2025 Q1	$2.24M	Buy	16,057 +4,576	+40%	+$743K	1.05%	19
2024 Q4	$1.98M	Buy	11,481 +50	+0.4%	+$8.71K	0.88%	29
2024 Q3	$1.75M	Buy	11,431 +2,200	+24%	+$305K	0.75%	34
2024 Q2	$1.14M	Sell	9,231 -301	-3%	-$37K	0.57%	41
2024 Q1	$1.25M	Buy	9,532 +3,955	+71%	+$494K	0.63%	43
2023 Q4	$730K	Buy	+5,577	New	+$603K	0.4%	62
2021 Q1	–	Sell	-692	Closed	-$45K	–	252
2020 Q4	$45K	Buy	+692	New	+$40.3K	0.04%	233

Other funds holding BX

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Altus Wealth Group's BX Position: Q2 2026 in Review

Altus Wealth Group reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $229K and leaving 15,377 shares worth $1.81M. The position accounts for 0.65% of the portfolio, ranked #26.

Altus Wealth Group first reported a position in BX in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.92M in Q4 2025. 850 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Altus Wealth Group held 15,377 shares of Blackstone worth $1.81M as of Q2 2026.
Altus Wealth Group sold 1,902 Blackstone shares in Q2 2026, an estimated $229K.
Blackstone made up 0.65% of Altus Wealth Group's portfolio in Q2 2026, its #26 holding.
Altus Wealth Group first reported a position in Blackstone in Q4 2020 and has held it in 12 quarters since.
Altus Wealth Group's Blackstone position peaked at $2.92M in Q4 2025.
850 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.