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Cedar Mountain Advisors’s Blackstone BX Stock Holding History

Cedar Mountain 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 		$71.4K Buy
+607
New +$72.9K 0.01% 134
2025
Q4 		– Sell
-10
Closed -$1.71K – 763
2025
Q3 		$1.71K Buy
+10
New +$1.71K ﹤0.01% 441

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

Cedar Mountain Advisors's BX Position: Q2 2026 in Review

Cedar Mountain Advisors opened a new position in Blackstone (BX) in Q2 2026: 607 shares worth $71.4K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings. This is a return to the name: Cedar Mountain Advisors previously reported a position in BX as recently as Q3 2025.

Cedar Mountain Advisors first reported a position in BX in Q3 2025 and has held it in 2 quarters since. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cedar Mountain Advisors held 607 shares of Blackstone worth $71.4K as of Q2 2026.
  • Blackstone was a new Cedar Mountain Advisors position in Q2 2026.
  • Blackstone made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #134 holding.
  • Cedar Mountain Advisors first reported a position in Blackstone in Q3 2025 and has held it in 2 quarters since.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.