Cetera Investment Advisers
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Cetera Investment Advisers’s Blackstone BX Stock Holding History

Cetera Investment Advisers’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
Q1 		$49.2M Buy
427,819
+64,966
+18% +$8.45M 0.05% 374
2025
Q4 		$55.9M Sell
362,853
-10,357
-3% -$1.57M 0.06% 299
2025
Q3 		$63.8M Buy
373,210
+40,765
+12% +$6.98M 0.07% 252
2025
Q2 		$49.7M Buy
332,445
+34,118
+11% +$4.69M 0.08% 237
2025
Q1 		$41.7M Buy
298,327
+35
+0% +$5.68K 0.08% 253
2024
Q4 		$51.4M Buy
298,292
+6,810
+2% +$1.19M 0.11% 192
2024
Q3 		$44.6M Sell
291,482
-1,654
-0.6% -$229K 0.1% 205
2024
Q2 		$36.3M Sell
293,136
-25,749
-8% -$3.17M 0.08% 227
2024
Q1 		$41.9M Buy
318,885
+234,127
+276% +$29.2M 0.1% 202
2023
Q4 		$11.1M Sell
84,758
-5,840
-6% -$632K 0.09% 201
2023
Q3 		$9.71M Sell
90,598
-1,735
-2% -$181K 0.08% 225
2023
Q2 		$8.58M Buy
92,333
+2,994
+3% +$259K 0.07% 257
2023
Q1 		$7.85M Sell
89,339
-264
-0.3% -$23.3K 0.07% 266
2022
Q4 		$6.65M Buy
89,603
+33,881
+61% +$2.93M 0.06% 307
2022
Q3 		$4.66M Sell
55,722
-26,642
-32% -$2.58M 0.09% 229
2022
Q2 		$7.51M Sell
82,364
-855
-1% -$92.3K 0.12% 180
2022
Q1 		$10.6M Sell
83,219
-6,212
-7% -$758K 0.15% 138
2021
Q4 		$11.6M Sell
89,431
-2,828
-3% -$377K 0.17% 136
2021
Q3 		$10.7M Buy
92,259
+2,223
+2% +$258K 0.17% 131
2021
Q2 		$8.75M Buy
90,036
+9,120
+11% +$810K 0.14% 162
2021
Q1 		$6.03M Sell
80,916
-878
-1% -$60.6K 0.12% 190
2020
Q4 		$5.3M Buy
81,794
+62,447
+323% +$3.64M 0.1% 210
2020
Q3 		$1.01M Sell
19,347
-515
-3% -$27.6K 0.08% 258
2020
Q2 		$1.13M Sell
19,862
-400
-2% -$21.1K 0.1% 214
2020
Q1 		$923K Sell
20,262
-2,295
-10% -$127K 0.11% 205
2019
Q4 		$1.27M Buy
22,557
+468
+2% +$24.3K 0.13% 177
2019
Q3 		$1.08M Sell
22,089
-1,002
-4% -$48.9K 0.13% 176
2019
Q2 		$1.02M Sell
23,091
-484
-2% -$19.3K 0.13% 175
2019
Q1 		$809K Buy
23,575
+3,289
+16% +$110K 0.11% 197
2018
Q4 		$608K Buy
20,286
+3,451
+20% +$114K 0.1% 211
2018
Q3 		$641K Buy
16,835
+174
+1% +$6.29K 0.09% 227
2018
Q2 		$532K Buy
16,661
+808
+5% +$25.7K 0.09% 235
2018
Q1 		$505K Buy
15,853
+322
+2% +$11K 0.09% 226
2017
Q4 		$495K Buy
15,531
+786
+5% +$25.6K 0.09% 245
2017
Q3 		$494K Buy
14,745
+1,364
+10% +$44.9K 0.11% 230
2017
Q2 		$446K Buy
13,381
+1,528
+13% +$47.9K 0.11% 238
2017
Q1 		$353K Sell
11,853
-823
-6% -$24.8K 0.1% 249
2016
Q4 		$344K Buy
+12,676
New +$329K 0.11% 226
2016
Q3 		– Sell
-18,387
Closed -$449K – 286
2016
Q2 		$449K Sell
18,387
-5,448
-23% -$145K 0.18% 155
2016
Q1 		$670K Sell
23,835
-4,223
-15% -$112K 0.29% 103
2015
Q4 		$822K Buy
+28,058
New +$894K 0.38% 75

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers's BX Position: Q1 2026 in Review

Cetera Investment Advisers increased its Blackstone (BX) stake by 18% in Q1 2026, buying an estimated $8.45M and bringing the position to 427,819 shares worth $49.2M. The position accounts for 0.05% of the portfolio, ranked #374.

Cetera Investment Advisers first reported a position in BX in Q4 2015 and has held it in 41 quarters since. The position peaked at $63.8M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Cetera Investment Advisers held 427,819 shares of Blackstone worth $49.2M as of Q1 2026.
  • Cetera Investment Advisers bought 64,966 Blackstone shares in Q1 2026, an estimated $8.45M.
  • Blackstone made up 0.05% of Cetera Investment Advisers's portfolio in Q1 2026, its #374 holding.
  • Cetera Investment Advisers first reported a position in Blackstone in Q4 2015 and has held it in 41 quarters since.
  • Cetera Investment Advisers's Blackstone position peaked at $63.8M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.