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Arbor Wealth Advisors’s Blackstone BX Stock Holding History

Arbor 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 		$1.1M Hold
9,370
– – 0.67% 21
2026
Q1 		$1.08M Hold
9,370
– – 0.76% 22
2025
Q4 		$1.44M Buy
+9,370
New +$1.42M 1.03% 18

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

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

Arbor Wealth Advisors held its Blackstone (BX) position steady in Q2 2026 at 9,370 shares worth $1.1M. The position accounts for 0.67% of the portfolio, ranked #21.

Arbor Wealth Advisors first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Arbor Wealth Advisors held 9,370 shares of Blackstone worth $1.1M as of Q2 2026.
  • Arbor Wealth Advisors left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.67% of Arbor Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Arbor Wealth Advisors first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Arbor Wealth Advisors's Blackstone position peaked at $1.44M in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.