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Beacon Pointe Advisors’s Blackstone BX Stock Holding History

Beacon Pointe Advisors’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 		$7.84M Sell
66,647
-4,501
-6% -$541K 0.04% 406
2026
Q1 		$8.18M Buy
71,148
+35,135
+98% +$4.57M 0.04% 364
2025
Q4 		$5.55M Buy
36,013
+1,210
+3% +$184K 0.04% 359
2025
Q3 		$5.95M Sell
34,803
-16,926
-33% -$2.9M 0.05% 317
2025
Q2 		$7.74M Buy
51,729
+2,822
+6% +$388K 0.08% 218
2025
Q1 		$6.84M Sell
48,907
-3,301
-6% -$536K 0.08% 235
2024
Q4 		$9M Sell
52,208
-1,822
-3% -$317K 0.1% 183
2024
Q3 		$8.27M Sell
54,030
-1,578
-3% -$219K 0.1% 187
2024
Q2 		$6.88M Sell
55,608
-1,869
-3% -$230K 0.08% 214
2024
Q1 		$7.55M Sell
57,477
-1,510
-3% -$189K 0.08% 213
2023
Q4 		$7.72M Sell
58,987
-12,222
-17% -$1.32M 0.09% 193
2023
Q3 		$7.63M Buy
71,209
+8,805
+14% +$917K 0.1% 194
2023
Q2 		$5.8M Buy
+62,404
New +$5.39M 0.09% 192
2023
Q1 		– Sell
-50,635
Closed -$3.76M – 1152
2022
Q4 		$3.76M Buy
50,635
+424
+0.8% +$36.6K 0.07% 243
2022
Q3 		$4.21M Buy
50,211
+696
+1% +$67.4K 0.09% 192
2022
Q2 		$4.52M Sell
49,515
-30,766
-38% -$3.32M 0.1% 196
2022
Q1 		$10.2M Buy
80,281
+45,345
+130% +$5.53M 0.14% 153
2021
Q4 		$4.52M Buy
+34,936
New +$4.66M 0.12% 150
2021
Q3 		– Sell
-5,974
Closed -$580K – 911
2021
Q2 		$580K Buy
+5,974
New +$531K 0.02% 452

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

Beacon Pointe Advisors's BX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Blackstone (BX) stake by 6.3% in Q2 2026, selling an estimated $541K and leaving 66,647 shares worth $7.84M. The position accounts for 0.04% of the portfolio, ranked #406.

Beacon Pointe Advisors first reported a position in BX in Q2 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q1 2022. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Beacon Pointe Advisors held 66,647 shares of Blackstone worth $7.84M as of Q2 2026.
  • Beacon Pointe Advisors sold 4,501 Blackstone shares in Q2 2026, an estimated $541K.
  • Blackstone made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #406 holding.
  • Beacon Pointe Advisors first reported a position in Blackstone in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Blackstone position peaked at $10.2M in Q1 2022.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.