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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
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

Mirae Asset Global Investments
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
New York State Teachers Retirement System (NYSTRS)
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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Blackstone (BX) stake by 0.56% in Q2 2026, buying an estimated $87K and bringing the position to 129,420 shares worth $15.2M. The position accounts for 1.12% of the portfolio, ranked #20.

Amplius Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.1M in Q4 2024. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Amplius Wealth Advisors held 129,420 shares of Blackstone worth $15.2M as of Q2 2026.
  • Amplius Wealth Advisors bought 724 Blackstone shares in Q2 2026, an estimated $87K.
  • Blackstone made up 1.12% of Amplius Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Amplius Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Blackstone position peaked at $22.1M in Q4 2024.
  • 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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