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Bell Investment Advisors’s Blackstone BX Stock Holding History

Bell Investment 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 		$30.2K Buy
257
+1
+0.4% +$120 ﹤0.01% 378
2026
Q1 		$29.4K Sell
256
-80
-24% -$10.4K ﹤0.01% 352
2025
Q4 		$51.8K Buy
336
+117
+53% +$17.8K 0.01% 250
2025
Q3 		$37.4K Sell
219
-20
-8% -$3.43K 0.01% 283
2025
Q2 		$35.8K Buy
239
+32
+15% +$4.4K 0.01% 295
2025
Q1 		$28.9K Buy
207
+7
+4% +$1.14K 0.01% 306
2024
Q4 		$34.5K Sell
200
-6
-3% -$1.04K 0.01% 275
2024
Q3 		$31.5K Buy
206
+4
+2% +$555 0.01% 300
2024
Q2 		$25K Buy
202
+4
+2% +$492 ﹤0.01% 346
2024
Q1 		$26K Buy
198
+4
+2% +$500 0.01% 326
2023
Q4 		$25.4K Sell
194
-5
-3% -$541 0.01% 300
2023
Q3 		$21.3K Buy
199
+12
+6% +$1.25K ﹤0.01% 306
2023
Q2 		$17.4K Sell
187
-40
-18% -$3.46K ﹤0.01% 341
2023
Q1 		$19.9K Buy
227
+2
+0.9% +$177 ﹤0.01% 306
2022
Q4 		$16.7K Sell
225
-22
-9% -$1.9K ﹤0.01% 342
2022
Q3 		$21K Buy
247
+51
+26% +$4.94K 0.01% 251
2022
Q2 		$18K Buy
+196
New +$21.2K 0.01% 278
2021
Q4 		$31K Buy
239
+12
+5% +$1.6K 0.01% 219
2021
Q3 		$26K Buy
+227
New +$26.3K 0.01% 230

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

Bell Investment Advisors's BX Position: Q2 2026 in Review

Bell Investment Advisors increased its Blackstone (BX) stake by 0.39% in Q2 2026, buying an estimated $120 and bringing the position to 257 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Bell Investment Advisors first reported a position in BX in Q3 2021 and has held it in 19 quarters since. The position peaked at $51.8K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bell Investment Advisors held 257 shares of Blackstone worth $30.2K as of Q2 2026.
  • Bell Investment Advisors bought 1 Blackstone share in Q2 2026, an estimated $120.
  • Blackstone made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #378 holding.
  • Bell Investment Advisors first reported a position in Blackstone in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Blackstone position peaked at $51.8K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.