Ameritas Advisory Services’s Blackstone BX Stock Holding History

Ameritas Advisory Services’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	$2.84M	Buy	24,121 +12,855	+114%	+$1.54M	0.06%	295
2026 Q1	$1.3M	Buy	11,266 +5,140	+84%	+$669K	0.05%	313
2025 Q4	$944K	Sell	6,126 -482	-7%	-$73.2K	0.04%	383
2025 Q3	$1.13M	Buy	6,608 +2,978	+82%	+$510K	0.07%	231
2025 Q2	$543K	Sell	3,630 -9,546	-72%	-$1.31M	0.03%	486
2025 Q1	$2.06M	Sell	13,176 -3,965	-23%	-$644K	0.08%	222
2024 Q4	$2.96M	Buy	17,141 +3,562	+26%	+$621K	0.1%	189
2024 Q3	$2.08M	Sell	13,579 -2,655	-16%	-$368K	0.09%	224
2024 Q2	$2.01M	Sell	16,234 -447	-3%	-$55K	0.08%	250
2024 Q1	$2.11M	Buy	16,681 +6,488	+64%	+$810K	0.09%	221
2023 Q4	$1.33M	Sell	10,193 -6,123	-38%	-$662K	0.07%	233
2023 Q3	$1.72M	Buy	16,316 +11,207	+219%	+$1.17M	0.09%	229
2023 Q2	$470K	Sell	5,109 -12,273	-71%	-$1.06M	0.06%	307
2023 Q1	$1.54M	Sell	17,382 -5,851	-25%	-$517K	0.08%	238
2022 Q4	$1.72M	Buy	23,233 +2,050	+10%	+$177K	0.08%	242
2022 Q3	$1.77M	Buy	21,183 +2,238	+12%	+$217K	0.11%	185
2022 Q2	$1.73M	Buy	18,945 +3,154	+20%	+$341K	0.1%	202
2022 Q1	$2M	Buy	15,791 +1,688	+12%	+$206K	0.07%	209
2021 Q4	$1.82M	Buy	+14,103	New	+$1.88M	0.07%	235

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's BX Position: Q2 2026 in Review

Ameritas Advisory Services increased its Blackstone (BX) stake by 114% in Q2 2026, buying an estimated $1.54M and bringing the position to 24,121 shares worth $2.84M. The position accounts for 0.06% of the portfolio, ranked #295.

Ameritas Advisory Services first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.96M in Q4 2024. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Ameritas Advisory Services held 24,121 shares of Blackstone worth $2.84M as of Q2 2026.
Ameritas Advisory Services bought 12,855 Blackstone shares in Q2 2026, an estimated $1.54M.
Blackstone made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #295 holding.
Ameritas Advisory Services first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Blackstone position peaked at $2.96M in Q4 2024.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.