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Avior Wealth Management’s Blackstone BX Stock Holding History

Avior Wealth Management’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 		$465K Sell
3,953
-1,019
-20% -$122K 0.01% 533
2026
Q1 		$572K Buy
4,972
+970
+24% +$126K 0.02% 495
2025
Q4 		$617K Buy
4,002
+257
+7% +$39.1K 0.02% 414
2025
Q3 		$640K Buy
3,745
+294
+9% +$50.4K 0.02% 393
2025
Q2 		$516K Buy
3,451
+333
+11% +$45.8K 0.02% 420
2025
Q1 		$436K Buy
3,118
+296
+10% +$48K 0.02% 441
2024
Q4 		$487K Buy
2,822
+566
+25% +$98.6K 0.02% 452
2024
Q3 		$346K Buy
2,256
+27
+1% +$3.75K 0.01% 552
2024
Q2 		$276K Sell
2,229
-897
-29% -$110K 0.01% 586
2024
Q1 		$411K Buy
3,126
+1,019
+48% +$127K 0.02% 503
2023
Q4 		$276K Buy
2,107
+41
+2% +$4.44K 0.02% 466
2023
Q3 		$221K Sell
2,066
-55
-3% -$5.73K 0.02% 501
2023
Q2 		$197K Hold
2,121
– – 0.01% 524
2023
Q1 		$186K Buy
2,121
+200
+10% +$17.7K 0.01% 541
2022
Q4 		$143K Buy
1,921
+260
+16% +$22.5K 0.01% 501
2022
Q3 		$139K Buy
1,661
+295
+22% +$28.6K 0.01% 491
2022
Q2 		$124K Hold
1,366
– – 0.01% 469
2022
Q1 		$173K Buy
1,366
+745
+120% +$90.9K 0.01% 444
2021
Q4 		$80K Buy
621
+211
+51% +$28.1K 0.01% 530
2021
Q3 		$47K Hold
410
– – ﹤0.01% 568
2021
Q2 		$39K Hold
410
– – ﹤0.01% 555
2021
Q1 		$30K Buy
410
+100
+32% +$6.9K ﹤0.01% 576
2020
Q4 		$20K Hold
310
– – ﹤0.01% 617
2020
Q3 		$16K Hold
310
– – ﹤0.01% 628
2020
Q2 		$17K Hold
310
– – ﹤0.01% 589
2020
Q1 		$14K Hold
310
– – ﹤0.01% 543
2019
Q4 		$17K Hold
310
– – ﹤0.01% 541
2019
Q3 		$15K Hold
310
– – ﹤0.01% 545
2019
Q2 		$14K Buy
+310
New +$12.4K ﹤0.01% 562

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

Avior Wealth Management's BX Position: Q2 2026 in Review

Avior Wealth Management reduced its Blackstone (BX) stake by 20% in Q2 2026, selling an estimated $122K and leaving 3,953 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #533.

Avior Wealth Management first reported a position in BX in Q2 2019 and has held it in 29 quarters since. The position peaked at $640K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Avior Wealth Management held 3,953 shares of Blackstone worth $465K as of Q2 2026.
  • Avior Wealth Management sold 1,019 Blackstone shares in Q2 2026, an estimated $122K.
  • Blackstone made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Avior Wealth Management first reported a position in Blackstone in Q2 2019 and has held it in 29 quarters since.
  • Avior Wealth Management's Blackstone position peaked at $640K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.