Cerro Pacific Wealth Advisors’s Blackstone BX Stock Holding History

Cerro Pacific 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	$963K	Buy	8,184 +753	+10%	+$90.5K	0.22%	77
2026 Q1	$855K	Buy	7,431 +5,777	+349%	+$752K	0.22%	74
2025 Q4	$255K	Buy	1,654 +59	+4%	+$8.97K	0.07%	139
2025 Q3	$272K	Sell	1,595 -304	-16%	-$52.1K	0.07%	137
2025 Q2	$284K	Buy	1,899 +333	+21%	+$45.8K	0.08%	139
2025 Q1	$270K	Buy	1,566 +189	+14%	+$30.7K	0.09%	136
2024 Q4	$211K	Buy	+1,377	New	+$240K	0.07%	152
2023 Q1	$207K	Sell	2,356 -4,154	-64%	-$367K	0.11%	142
2022 Q4	$483K	Sell	6,510 -1,681	-21%	-$145K	0.26%	91
2022 Q3	$686K	Buy	8,191 +77	+0.9%	+$7.46K	0.42%	65
2022 Q2	$740K	Sell	8,114 -399	-5%	-$43.1K	0.46%	57
2022 Q1	$1.08M	Buy	8,513 +383	+5%	+$46.7K	0.66%	36
2021 Q4	$1.05M	Buy	8,130 +1,045	+15%	+$139K	0.67%	37
2021 Q3	$824K	Buy	7,085 +2,356	+50%	+$273K	0.59%	44
2021 Q2	$459K	Buy	+4,729	New	+$420K	0.34%	84

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerro Pacific Wealth Advisors's BX Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Blackstone (BX) stake by 10% in Q2 2026, buying an estimated $90.5K and bringing the position to 8,184 shares worth $963K. The position accounts for 0.22% of the portfolio, ranked #77.

Cerro Pacific Wealth Advisors first reported a position in BX in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2022. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Cerro Pacific Wealth Advisors held 8,184 shares of Blackstone worth $963K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 753 Blackstone shares in Q2 2026, an estimated $90.5K.
Blackstone made up 0.22% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Cerro Pacific Wealth Advisors first reported a position in Blackstone in Q2 2021 and has held it in 15 quarters since.
Cerro Pacific Wealth Advisors's Blackstone position peaked at $1.08M in Q1 2022.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.