Amplius Wealth Advisors
BX icon

Amplius Wealth Advisors’s Blackstone BX Stock Holding History

Amplius 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
Q3 		$14.6M Buy
130,206
+786
+0.6% +$103K 1% 25
2026
Q2 		$15.2M Buy
129,420
+724
+0.6% +$87K 1.12% 20
2026
Q1 		$14.8M Buy
128,696
+1,870
+1% +$243K 1.23% 19
2025
Q4 		$19.5M Buy
126,826
+1,005
+0.8% +$153K 1.64% 18
2025
Q3 		$21.5M Sell
125,821
-2,720
-2% -$466K 1.86% 16
2025
Q2 		$19.2M Buy
128,541
+1,069
+0.8% +$147K 1.79% 19
2025
Q1 		$17.8M Sell
127,472
-430
-0.3% -$69.8K 1.85% 18
2024
Q4 		$22.1M Sell
127,902
-1,012
-0.8% -$176K 2.26% 15
2024
Q3 		$19.7M Buy
128,914
+1,377
+1% +$191K 2.15% 15
2024
Q2 		$15.8M Buy
127,537
+16
+0% +$1.97K 1.76% 16
2024
Q1 		$16.8M Sell
127,521
-356
-0.3% -$44.5K 1.88% 17
2023
Q4 		$16.7M Sell
127,877
-1,002
-0.8% -$108K 2.02% 17
2023
Q3 		$13.8M Sell
128,879
-9,188
-7% -$957K 1.85% 15
2023
Q2 		$12.8M Sell
138,067
-17,632
-11% -$1.52M 1.73% 15
2023
Q1 		$13.7M Sell
155,699
-401
-0.3% -$35.4K 1.96% 11
2022
Q4 		$11.6M Buy
156,100
+22,988
+17% +$1.99M 1.85% 15
2022
Q3 		$11.1M Buy
133,112
+8,854
+7% +$857K 1.99% 17
2022
Q2 		$11.3M Hold
124,258
– – 1.83% 19
2022
Q1 		$15.8M Hold
124,258
– – 2.43% 13
2021
Q4 		$16.1M Buy
+124,258
New +$16.6M 2.22% 13

Other funds holding BX

Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amplius Wealth Advisors's BX Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Blackstone (BX) stake by 0.61% in Q3 2026, buying an estimated $103K and bringing the position to 130,206 shares worth $14.6M. The position accounts for 1% of the portfolio, ranked #25.

Amplius Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 20 quarters since. The position peaked at $22.1M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Amplius Wealth Advisors held 130,206 shares of Blackstone worth $14.6M as of Q3 2026.
  • Amplius Wealth Advisors bought 786 Blackstone shares in Q3 2026, an estimated $103K.
  • Blackstone made up 1% of Amplius Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • Amplius Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Blackstone position peaked at $22.1M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.