Avidian Wealth Enterprises’s Black Stone Minerals BSM Stock Holding History

Avidian Wealth Enterprises’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$447K	Hold	32,000	–	–	0.01%	497
2026 Q1	$484K	Buy	32,000 +2,000	+7%	+$29.7K	0.02%	441
2025 Q4	$399K	Hold	30,000	–	–	0.01%	422
2025 Q3	$394K	Buy	30,000 +1,000	+3%	+$12.6K	0.01%	417
2025 Q2	$379K	Hold	29,000	–	–	0.02%	395
2025 Q1	$443K	Buy	29,000 +1,500	+5%	+$22.5K	0.02%	332
2024 Q4	$402K	Hold	27,500	–	–	0.02%	343
2024 Q3	$415K	Hold	27,500	–	–	0.02%	331
2024 Q2	$431K	Hold	27,500	–	–	0.02%	318
2024 Q1	$439K	Buy	+27,500	New	+$435K	0.02%	285
2023 Q2	–	Sell	-13,029	Closed	-$204K	–	418
2023 Q1	$204K	Buy	13,029 +198	+2%	+$3.1K	0.01%	452
2022 Q4	$216K	Buy	12,831 +151	+1%	+$2.67K	0.01%	419
2022 Q3	$198K	Buy	12,680 +170	+1%	+$2.58K	0.01%	394
2022 Q2	$171K	Buy	12,510 +1,934	+18%	+$29.4K	0.01%	426
2022 Q1	$142K	Buy	10,576 +135	+1%	+$1.61K	0.01%	470
2021 Q4	$108K	Buy	10,441 +121	+1%	+$1.4K	0.01%	507
2021 Q3	$124K	Buy	10,320 +139	+1%	+$1.47K	0.01%	368
2021 Q2	$109K	Buy	+10,181	New	+$103K	0.01%	381

Other funds holding BSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Avidian Wealth Enterprises's BSM Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Black Stone Minerals (BSM) position steady in Q2 2026 at 32,000 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #497.

Avidian Wealth Enterprises first reported a position in BSM in Q2 2021 and has held it in 18 quarters since. The position peaked at $484K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Avidian Wealth Enterprises held 32,000 shares of Black Stone Minerals worth $447K as of Q2 2026.
Avidian Wealth Enterprises left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #497 holding.
Avidian Wealth Enterprises first reported a position in Black Stone Minerals in Q2 2021 and has held it in 18 quarters since.
Avidian Wealth Enterprises's Black Stone Minerals position peaked at $484K in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.