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Atria Wealth Solutions’s Blackstone BX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.28M Sell
21,763
-19,326
-47% -$2.66M 0.07% 296
2025
Q1 		$5.74M Sell
41,089
-7,554
-16% -$1.23M 0.07% 296
2024
Q4 		$8.39M Buy
48,643
+1,176
+2% +$205K 0.09% 223
2024
Q3 		$7.27M Sell
47,467
-13,214
-22% -$1.83M 0.08% 266
2024
Q2 		$7.51M Sell
60,681
-15,300
-20% -$1.88M 0.08% 245
2024
Q1 		$9.98M Sell
75,981
-7,271
-9% -$908K 0.11% 191
2023
Q4 		$10.9M Sell
83,252
-8,332
-9% -$901K 0.14% 156
2023
Q3 		$9.81M Sell
91,584
-2,428
-3% -$253K 0.14% 163
2023
Q2 		$8.74M Sell
94,012
-6,481
-6% -$560K 0.12% 172
2023
Q1 		$8.83M Sell
100,493
-8,564
-8% -$756K 0.13% 158
2022
Q4 		$8.09M Sell
109,057
-3,541
-3% -$306K 0.13% 172
2022
Q3 		$9.42M Sell
112,598
-850
-0.7% -$82.3K 0.16% 137
2022
Q2 		$10.3M Buy
113,448
+29,184
+35% +$3.15M 0.19% 116
2022
Q1 		$10.7M Buy
+84,264
New +$10.3M 0.18% 125

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atria Wealth Solutions's BX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Blackstone (BX) stake by 47% in Q2 2025, selling an estimated $2.66M and leaving 21,763 shares worth $3.28M. The position accounts for 0.07% of the portfolio, ranked #296.

Atria Wealth Solutions first reported a position in BX in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.9M in Q4 2023. 2,121 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Atria Wealth Solutions held 21,763 shares of Blackstone worth $3.28M as of Q2 2025.
  • Atria Wealth Solutions sold 19,326 Blackstone shares in Q2 2025, an estimated $2.66M.
  • Blackstone made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #296 holding.
  • Atria Wealth Solutions first reported a position in Blackstone in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Blackstone position peaked at $10.9M in Q4 2023.
  • 2,121 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.