Aviso Wealth Management’s Blackstone BX Stock Holding History

Aviso 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	$655K	Hold	5,569	–	–	0.22%	79
2026 Q1	$640K	Sell	5,569 -272	-5%	-$35.4K	0.29%	76
2025 Q4	$900K	Sell	5,841 -1	-0%	-$152	0.38%	59
2025 Q3	$998K	Sell	5,842 -32	-0.5%	-$5.48K	0.44%	57
2025 Q2	$879K	Buy	5,874 +13	+0.2%	+$1.79K	0.41%	62
2025 Q1	$819K	Sell	5,861 -7	-0.1%	-$1.14K	0.44%	62
2024 Q4	$1.01M	Hold	5,868	–	–	0.52%	51
2024 Q3	$899K	Sell	5,868 -530	-8%	-$73.5K	0.49%	57
2024 Q2	$792K	Hold	6,398	–	–	0.47%	55
2024 Q1	$840K	Hold	6,398	–	–	0.53%	50
2023 Q4	$838K	Buy	+6,398	New	+$692K	0.61%	42

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Aviso Wealth Management held its Blackstone (BX) position steady in Q2 2026 at 5,569 shares worth $655K. The position accounts for 0.22% of the portfolio, ranked #79.

Aviso Wealth Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2024. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Aviso Wealth Management held 5,569 shares of Blackstone worth $655K as of Q2 2026.
Aviso Wealth Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.22% of Aviso Wealth Management's portfolio in Q2 2026, its #79 holding.
Aviso Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Blackstone position peaked at $1.01M in Q4 2024.
2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.