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Avidian Wealth Enterprises’s Blackstone BX Stock Holding History

Avidian Wealth Enterprises’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 		$1.85M Buy
15,717
+684
+5% +$82.2K 0.05% 226
2026
Q1 		$1.73M Sell
15,033
-200
-1% -$26K 0.05% 217
2025
Q4 		$2.35M Buy
15,233
+78
+0.5% +$11.9K 0.09% 124
2025
Q3 		$2.59M Buy
15,155
+104
+0.7% +$17.8K 0.1% 114
2025
Q2 		$2.25M Sell
15,051
-69
-0.5% -$9.48K 0.09% 116
2025
Q1 		$2.11M Sell
15,120
-1,064
-7% -$173K 0.09% 119
2024
Q4 		$2.79M Buy
16,184
+59
+0.4% +$10.3K 0.13% 99
2024
Q3 		$2.47M Buy
16,125
+120
+0.7% +$16.6K 0.11% 98
2024
Q2 		$1.98M Sell
16,005
-624
-4% -$76.8K 0.08% 117
2024
Q1 		$2.18M Sell
16,629
-356
-2% -$44.5K 0.11% 105
2023
Q4 		$2.22M Sell
16,985
-11
-0.1% -$1.19K 0.14% 102
2023
Q3 		$1.82M Sell
16,996
-421
-2% -$43.8K 0.13% 102
2023
Q2 		$1.62M Sell
17,417
-15,913
-48% -$1.37M 0.11% 130
2023
Q1 		$2.93M Buy
33,330
+2,580
+8% +$228K 0.16% 114
2022
Q4 		$2.28M Buy
30,750
+8,193
+36% +$708K 0.15% 117
2022
Q3 		$1.89M Buy
22,557
+77
+0.3% +$7.46K 0.14% 107
2022
Q2 		$2.05M Buy
22,480
+6,089
+37% +$658K 0.15% 109
2022
Q1 		$2.08M Buy
16,391
+944
+6% +$115K 0.13% 118
2021
Q4 		$2M Buy
15,447
+4,248
+38% +$566K 0.12% 115
2021
Q3 		$1.3M Buy
11,199
+192
+2% +$22.3K 0.1% 112
2021
Q2 		$1.07M Sell
11,007
-3,859
-26% -$343K 0.08% 126
2021
Q1 		$1.11M Buy
14,866
+116
+0.8% +$8.01K 0.09% 118
2020
Q4 		$956K Buy
14,750
+53
+0.4% +$3.09K 0.09% 116
2020
Q3 		$767K Buy
14,697
+555
+4% +$29.7K 0.09% 113
2020
Q2 		$801K Sell
14,142
-89
-0.6% -$4.68K 0.11% 102
2020
Q1 		$649K Buy
+14,231
New +$787K 0.1% 94

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

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

Avidian Wealth Enterprises increased its Blackstone (BX) stake by 4.5% in Q2 2026, buying an estimated $82.2K and bringing the position to 15,717 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #226.

Avidian Wealth Enterprises first reported a position in BX in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.93M in Q1 2023. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Avidian Wealth Enterprises held 15,717 shares of Blackstone worth $1.85M as of Q2 2026.
  • Avidian Wealth Enterprises bought 684 Blackstone shares in Q2 2026, an estimated $82.2K.
  • Blackstone made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #226 holding.
  • Avidian Wealth Enterprises first reported a position in Blackstone in Q1 2020 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's Blackstone position peaked at $2.93M in Q1 2023.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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