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Blue Zone Wealth Advisors’s Blackstone BX Stock Holding History

Blue Zone Wealth 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 		$6.29M Sell
53,413
-2,070
-4% -$249K 1.1% 28
2026
Q1 		$6.38M Buy
55,483
+26
+0% +$3.38K 1.3% 25
2025
Q4 		$8.55M Buy
55,457
+1,358
+3% +$206K 1.63% 18
2025
Q3 		$9.24M Buy
54,099
+54
+0.1% +$9.25K 1.85% 14
2025
Q2 		$8.08M Buy
54,045
+13,424
+33% +$1.84M 2.02% 12
2025
Q1 		$5.68M Buy
40,621
+5,338
+15% +$866K 1.58% 26
2024
Q4 		$6.08M Sell
35,283
-570
-2% -$99.3K 1.75% 18
2024
Q3 		$5.49M Buy
35,853
+294
+0.8% +$40.8K 1.71% 21
2024
Q2 		$4.4M Buy
35,559
+4,794
+16% +$590K 1.52% 28
2024
Q1 		$4.04M Sell
30,765
-3,094
-9% -$386K 1.39% 36
2023
Q4 		$4.43M Sell
33,859
-131
-0.4% -$14.2K 1.77% 27
2023
Q3 		$3.64M Sell
33,990
-1,088
-3% -$113K 1.6% 27
2023
Q2 		$3.26M Sell
35,078
-50
-0.1% -$4.32K 1.5% 28
2023
Q1 		$3.09M Sell
35,128
-1,290
-4% -$114K 1.65% 26
2022
Q4 		$2.7M Hold
36,418
– – 1.44% 30
2022
Q3 		$3.05M Sell
36,418
-5,448
-13% -$528K 1.58% 20
2022
Q2 		$3.82M Sell
41,866
-12,851
-23% -$1.39M 1.73% 15
2022
Q1 		$6.95M Sell
54,717
-4,849
-8% -$591K 2.59% 6
2021
Q4 		$7.71M Sell
59,566
-243
-0.4% -$32.4K 2.55% 6
2021
Q3 		$6.96M Sell
59,809
-888
-1% -$103K 2.41% 6
2021
Q2 		$5.9M Sell
60,697
-151
-0.2% -$13.4K 2.21% 8
2021
Q1 		$4.54M Sell
60,848
-775
-1% -$53.5K 1.93% 12
2020
Q4 		$3.99M Buy
61,623
+255
+0.4% +$14.8K 1.93% 13
2020
Q3 		$3.2M Sell
61,368
-5,165
-8% -$276K 1.81% 17
2020
Q2 		$3.77M Buy
+66,533
New +$3.5M 2.1% 12

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

Blue Zone Wealth Advisors's BX Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Blackstone (BX) stake by 3.7% in Q2 2026, selling an estimated $249K and leaving 53,413 shares worth $6.29M. The position accounts for 1.1% of the portfolio, ranked #28.

Blue Zone Wealth Advisors first reported a position in BX in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.24M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Blue Zone Wealth Advisors held 53,413 shares of Blackstone worth $6.29M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 2,070 Blackstone shares in Q2 2026, an estimated $249K.
  • Blackstone made up 1.1% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Blue Zone Wealth Advisors first reported a position in Blackstone in Q2 2020 and has held it in 25 quarters since.
  • Blue Zone Wealth Advisors's Blackstone position peaked at $9.24M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.