Avondale Wealth Management’s Blackstone BX Stock Holding History

Avondale 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	$1.21M	Buy	10,300 +1,400	+16%	+$168K	0.49%	22
2026 Q1	$1.02M	Buy	8,900 +6,550	+279%	+$852K	0.5%	27
2025 Q4	$362K	Hold	2,350	–	–	0.19%	47
2025 Q3	$401K	Sell	2,350 -1,200	-34%	-$206K	0.21%	42
2025 Q2	$531K	Buy	3,550 +1,450	+69%	+$199K	0.3%	36
2025 Q1	$294K	Buy	2,100 +350	+20%	+$56.8K	0.18%	44
2024 Q4	$302K	Sell	1,750 -200	-10%	-$34.8K	0.19%	42
2024 Q3	$299K	Hold	1,950	–	–	0.19%	40
2024 Q2	$241K	Sell	1,950 -1,050	-35%	-$129K	0.17%	48
2024 Q1	$394K	Buy	3,000 +200	+7%	+$25K	0.28%	30
2023 Q4	$367K	Hold	2,800	–	–	0.3%	29
2023 Q3	$300K	Hold	2,800	–	–	0.26%	36
2023 Q2	$260K	Buy	2,800 +1,100	+65%	+$95K	0.22%	42
2023 Q1	$149K	Buy	1,700 +700	+70%	+$61.8K	0.13%	48
2022 Q4	$74.2K	Buy	+1,000	New	+$86.4K	0.06%	65

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

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

Avondale Wealth Management increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $168K and bringing the position to 10,300 shares worth $1.21M. The position accounts for 0.49% of the portfolio, ranked #22.

Avondale Wealth Management first reported a position in BX in Q4 2022 and has held it in 15 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Avondale Wealth Management held 10,300 shares of Blackstone worth $1.21M as of Q2 2026.
Avondale Wealth Management bought 1,400 Blackstone shares in Q2 2026, an estimated $168K.
Blackstone made up 0.49% of Avondale Wealth Management's portfolio in Q2 2026, its #22 holding.
Avondale Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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