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Arkadios Wealth Advisors’s Blackstone BX Stock Holding History

Arkadios 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 		$9.75M Buy
82,869
+7,841
+10% +$942K 0.15% 156
2026
Q1 		$8.63M Buy
75,028
+19,096
+34% +$2.48M 0.14% 172
2025
Q4 		$8.62M Buy
55,932
+11,573
+26% +$1.76M 0.17% 136
2025
Q3 		$7.58M Buy
44,359
+3,491
+9% +$598K 0.18% 125
2025
Q2 		$6.11M Buy
40,868
+1,497
+4% +$206K 0.18% 125
2025
Q1 		$5.5M Buy
39,371
+9,864
+33% +$1.6M 0.21% 113
2024
Q4 		$5.09M Sell
29,507
-1,744
-6% -$304K 0.28% 77
2024
Q3 		$4.79M Buy
31,251
+17,882
+134% +$2.48M 0.27% 80
2024
Q2 		$1.66M Buy
13,369
+1,357
+11% +$167K 0.11% 192
2024
Q1 		$1.58M Sell
12,012
-776
-6% -$96.9K 0.12% 174
2023
Q4 		$1.67M Sell
12,788
-360
-3% -$38.9K 0.14% 155
2023
Q3 		$1.41M Sell
13,148
-1,940
-13% -$202K 0.13% 164
2023
Q2 		$1.4M Buy
15,088
+3,481
+30% +$301K 0.16% 147
2023
Q1 		$1.02M Buy
11,607
+784
+7% +$69.3K 0.12% 184
2022
Q4 		$803K Buy
10,823
+5,233
+94% +$452K 0.11% 199
2022
Q3 		$468K Buy
5,590
+3,050
+120% +$295K 0.07% 282
2022
Q2 		$232K Buy
2,540
+648
+34% +$70K 0.03% 469
2022
Q1 		$240K Buy
+1,892
New +$231K 0.03% 483
2021
Q4 		– Sell
-4,056
Closed -$471K – 746
2021
Q3 		$471K Sell
4,056
-900
-18% -$104K 0.07% 304
2021
Q2 		$481K Buy
4,956
+2,049
+70% +$182K 0.06% 339
2021
Q1 		$216K Buy
2,907
+381
+15% +$26.3K 0.04% 396
2020
Q4 		$163K Buy
2,526
+811
+47% +$47.2K 0.03% 357
2020
Q3 		$95.7K Buy
+1,715
New +$91.8K 0.05% 297
2020
Q2 		– Sell
-9,393
Closed -$428K – 973
2020
Q1 		$428K Buy
9,393
+9,333
+15,555% +$516K 0.27% 86
2019
Q4 		$3.78K Buy
+60
New +$3.11K ﹤0.01% 735

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Blackstone (BX) stake by 10% in Q2 2026, buying an estimated $942K and bringing the position to 82,869 shares worth $9.75M. The position accounts for 0.15% of the portfolio, ranked #156.

Arkadios Wealth Advisors first reported a position in BX in Q4 2019 and has held it in 25 quarters since. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Arkadios Wealth Advisors held 82,869 shares of Blackstone worth $9.75M as of Q2 2026.
  • Arkadios Wealth Advisors bought 7,841 Blackstone shares in Q2 2026, an estimated $942K.
  • Blackstone made up 0.15% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Arkadios Wealth Advisors first reported a position in Blackstone in Q4 2019 and has held it in 25 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.