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Avion Wealth’s Blackstone BX Stock Holding History

Avion 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 		$12K Buy
102
+11
+12% +$1.32K ﹤0.01% 528
2026
Q1 		$10K Sell
91
-23
-20% -$2.99K ﹤0.01% 486
2025
Q4 		$17K Sell
114
-8
-7% -$1.22K ﹤0.01% 371
2025
Q3 		$20K Buy
122
+1
+0.8% +$171 ﹤0.01% 334
2025
Q2 		$18K Buy
121
+33
+38% +$4.53K ﹤0.01% 332
2025
Q1 		$15K Hold
88
– – ﹤0.01% 324
2024
Q4 		$15K Buy
88
+7
+9% +$1.22K ﹤0.01% 324
2024
Q3 		$12K Buy
81
+18
+29% +$2.5K ﹤0.01% 334
2024
Q2 		$7K Buy
63
+16
+34% +$1.97K ﹤0.01% 391
2024
Q1 		$7K Sell
47
-4
-8% -$500 ﹤0.01% 375
2023
Q4 		$7K Buy
51
+3
+6% +$325 ﹤0.01% 324
2023
Q3 		$4K Buy
48
+12
+33% +$1.25K ﹤0.01% 379
2023
Q2 		$3K Buy
+36
New +$3.11K ﹤0.01% 409

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

Avion Wealth's BX Position: Q2 2026 in Review

Avion Wealth increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $1.32K and bringing the position to 102 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Avion Wealth first reported a position in BX in Q2 2023 and has held it in 13 quarters since. The position peaked at $20K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Avion Wealth held 102 shares of Blackstone worth $12K as of Q2 2026.
  • Avion Wealth bought 11 Blackstone shares in Q2 2026, an estimated $1.32K.
  • Blackstone made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #528 holding.
  • Avion Wealth first reported a position in Blackstone in Q2 2023 and has held it in 13 quarters since.
  • Avion Wealth's Blackstone position peaked at $20K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.