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Annex Advisory Services’s Blackstone BX Stock Holding History

Annex 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 		– Sell
-4,342
Closed -$499K – 363
2026
Q1 		$499K Sell
4,342
-195
-4% -$25.4K 0.01% 256
2025
Q4 		$699K Buy
4,537
+144
+3% +$21.9K 0.01% 212
2025
Q3 		$750K Buy
4,393
+9
+0.2% +$1.54K 0.02% 182
2025
Q2 		$656K Sell
4,384
-14
-0.3% -$1.92K 0.02% 192
2025
Q1 		$615K Sell
4,398
-1,063
-19% -$173K 0.02% 197
2024
Q4 		$942K Sell
5,461
-260
-5% -$45.3K 0.03% 166
2024
Q3 		$876K Sell
5,721
-1,012
-15% -$140K 0.03% 154
2024
Q2 		$834K Sell
6,733
-22,194
-77% -$2.73M 0.03% 145
2024
Q1 		$3.8M Buy
28,927
+24,892
+617% +$3.11M 0.14% 90
2023
Q4 		$528K Sell
4,035
-1,587
-28% -$172K 0.02% 166
2023
Q3 		$602K Buy
5,622
+1,401
+33% +$146K 0.04% 133
2023
Q2 		$392K Buy
4,221
+1
+0% +$86 0.02% 163
2023
Q1 		$371K Sell
4,220
-30
-0.7% -$2.65K 0.02% 169
2022
Q4 		$315K Sell
4,250
-73
-2% -$6.3K 0.02% 186
2022
Q3 		$362K Buy
4,323
+202
+5% +$19.6K 0.02% 158
2022
Q2 		$376K Hold
4,121
– – 0.03% 162
2022
Q1 		$523K Buy
4,121
+116
+3% +$14.1K 0.04% 150
2021
Q4 		$518K Buy
4,005
+5
+0.1% +$667 0.04% 153
2021
Q3 		$465K Sell
4,000
-3
-0.1% -$348 0.04% 144
2021
Q2 		$388K Buy
4,003
+353
+10% +$31.3K 0.03% 158
2021
Q1 		$272K Buy
3,650
+12
+0.3% +$828 0.03% 168
2020
Q4 		$236K Buy
+3,638
New +$212K 0.02% 171
2016
Q2 		– Sell
-20,913
Closed -$587K – 118
2016
Q1 		$587K Buy
20,913
+1,214
+6% +$32.1K 0.17% 58
2015
Q4 		$576K Buy
19,699
+2,386
+14% +$76.1K 0.17% 58
2015
Q3 		$538K Buy
17,313
+4,409
+34% +$159K 0.17% 51
2015
Q2 		$518K Buy
12,904
+3,243
+34% +$133K 0.17% 40
2015
Q1 		$369K Buy
9,661
+3,068
+47% +$111K 0.12% 58
2014
Q4 		$219K Buy
+6,593
New +$206K 0.07% 85

Other funds holding BX

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Annex Advisory Services sold out of Blackstone (BX) in Q2 2026, closing a stake of 4,342 shares — an estimated $499K sold.

Annex Advisory Services first reported a position in BX in Q4 2014 and held it in 28 quarters. The position peaked at $3.8M in Q1 2024. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Annex Advisory Services reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 4,342 Blackstone shares in Q2 2026, an estimated $499K.
  • Annex Advisory Services first reported a position in Blackstone in Q4 2014 and held it in 28 quarters.
  • Annex Advisory Services's Blackstone position peaked at $3.8M in Q1 2024.
  • 346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.