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Aventura Private Wealth’s Blackstone BX Stock Holding History

Aventura Private Wealth’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 		$150K Buy
1,273
+302
+31% +$36.3K 0.05% 201
2026
Q1 		$112K Hold
971
– – 0.04% 211
2025
Q4 		$150K Sell
971
-23
-2% -$3.5K 0.05% 171
2025
Q3 		$170K Buy
994
+46
+5% +$7.88K 0.06% 171
2025
Q2 		$142K Buy
948
+4
+0.4% +$550 0.06% 171
2025
Q1 		$132K Buy
944
+12
+1% +$1.95K 0.07% 171
2024
Q4 		$161K Buy
+932
New +$162K 0.09% 147

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

Aventura Private Wealth's BX Position: Q2 2026 in Review

Aventura Private Wealth increased its Blackstone (BX) stake by 31% in Q2 2026, buying an estimated $36.3K and bringing the position to 1,273 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #201.

Aventura Private Wealth first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Aventura Private Wealth held 1,273 shares of Blackstone worth $150K as of Q2 2026.
  • Aventura Private Wealth bought 302 Blackstone shares in Q2 2026, an estimated $36.3K.
  • Blackstone made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #201 holding.
  • Aventura Private Wealth first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Blackstone position peaked at $170K in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.