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Carson Advisory’s Blackstone BX Stock Holding History

Carson Advisory’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 		$1.13M Sell
9,573
-146
-2% -$17.5K 0.52% 43
2026
Q1 		$1.12M Buy
9,719
+92
+1% +$12K 0.58% 38
2025
Q4 		$1.48M Buy
9,627
+1
+0% +$152 0.77% 31
2025
Q3 		$1.64M Sell
9,626
-160
-2% -$27.4K 0.89% 26
2025
Q2 		$1.46M Sell
9,786
-114
-1% -$15.7K 0.93% 26
2025
Q1 		$1.38M Sell
9,900
-440
-4% -$71.4K 0.93% 26
2024
Q4 		$1.78M Sell
10,340
-600
-5% -$105K 1.24% 20
2024
Q3 		$1.68M Sell
10,940
-25
-0.2% -$3.47K 1.05% 23
2024
Q2 		$1.36M Hold
10,965
– – 0.95% 25
2024
Q1 		$1.44M Sell
10,965
-280
-2% -$35K 1.01% 26
2023
Q4 		$1.47M Sell
11,245
-75
-0.7% -$8.11K 1.14% 24
2023
Q3 		$1.21M Sell
11,320
-100
-0.9% -$10.4K 1.06% 25
2023
Q2 		$1.06M Buy
11,420
+300
+3% +$25.9K 0.9% 30
2023
Q1 		$977K Sell
11,120
-249
-2% -$22K 0.87% 30
2022
Q4 		$843K Sell
11,369
-469
-4% -$40.5K 0.81% 37
2022
Q3 		$991K Buy
11,838
+100
+0.9% +$9.69K 1.1% 22
2022
Q2 		$1.07M Buy
11,738
+4,350
+59% +$470K 1.2% 20
2022
Q1 		$938K Buy
7,388
+4,805
+186% +$586K 0.93% 29
2021
Q4 		$334K Buy
+2,583
New +$344K 0.34% 78

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 $3.38T AUM 44.17% 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

Carson Advisory's BX Position: Q2 2026 in Review

Carson Advisory reduced its Blackstone (BX) stake by 1.5% in Q2 2026, selling an estimated $17.5K and leaving 9,573 shares worth $1.13M. The position accounts for 0.52% of the portfolio, ranked #43.

Carson Advisory first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Carson Advisory held 9,573 shares of Blackstone worth $1.13M as of Q2 2026.
  • Carson Advisory sold 146 Blackstone shares in Q2 2026, an estimated $17.5K.
  • Blackstone made up 0.52% of Carson Advisory's portfolio in Q2 2026, its #43 holding.
  • Carson Advisory first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Blackstone position peaked at $1.78M in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.