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AssuredPartners Investment Advisors’s Blackstone BX Stock Holding History

AssuredPartners Investment 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 		$4.68M Buy
39,798
+553
+1% +$66.4K 0.45% 60
2026
Q1 		$4.4M Buy
39,245
+35,754
+1,024% +$4.65M 0.48% 57
2025
Q4 		$538K Buy
3,491
+199
+6% +$30.2K 0.08% 198
2025
Q3 		$562K Buy
3,292
+3
+0.1% +$514 0.13% 121
2025
Q2 		$492K Sell
3,289
-3
-0.1% -$412 0.12% 134
2025
Q1 		$460K Buy
3,292
+6
+0.2% +$974 0.09% 207
2024
Q4 		$566K Buy
+3,286
New +$573K 0.11% 187

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's BX Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Blackstone (BX) stake by 1.4% in Q2 2026, buying an estimated $66.4K and bringing the position to 39,798 shares worth $4.68M. The position accounts for 0.45% of the portfolio, ranked #60.

AssuredPartners Investment Advisors first reported a position in BX in Q4 2024 and has held it in 7 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • AssuredPartners Investment Advisors held 39,798 shares of Blackstone worth $4.68M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 553 Blackstone shares in Q2 2026, an estimated $66.4K.
  • Blackstone made up 0.45% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • AssuredPartners Investment Advisors first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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