Breakthru Advisory Services’s Blackstone BX Stock Holding History

Breakthru Advisory Services’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 Q3	$336K	Buy	+3,000	New	+$393K	1.14%	14

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Breakthru Advisory Services's BX Position: Q3 2026 in Review

Breakthru Advisory Services opened a new position in Blackstone (BX) in Q3 2026: 3,000 shares worth $336K. The stake represents 1.14% of the portfolio and ranks #14 among its holdings.

350 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Breakthru Advisory Services held 3,000 shares of Blackstone worth $336K as of Q3 2026.
Blackstone was a new Breakthru Advisory Services position in Q3 2026.
Blackstone made up 1.14% of Breakthru Advisory Services's portfolio in Q3 2026, its #14 holding.
350 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Breakthru Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.