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Clearstead Advisors’s Blackstone BX Stock Holding History

Clearstead 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 		$25.3M Sell
214,818
-5,112
-2% -$614K 0.24% 92
2026
Q1 		$25.3M Buy
219,930
+150,463
+217% +$19.6M 0.23% 84
2025
Q4 		$10.7M Sell
69,467
-106
-0.2% -$16.1K 0.14% 135
2025
Q3 		$11.9M Buy
69,573
+2,626
+4% +$450K 0.16% 123
2025
Q2 		$10M Buy
66,947
+1,722
+3% +$237K 0.14% 131
2025
Q1 		$9.12M Sell
65,225
-823
-1% -$134K 0.14% 131
2024
Q4 		$11.4M Sell
66,048
-4,677
-7% -$815K 0.17% 121
2024
Q3 		$10.8M Buy
70,725
+3,176
+5% +$441K 0.17% 123
2024
Q2 		$8.36M Buy
67,549
+25,724
+62% +$3.17M 0.14% 136
2024
Q1 		$5.11M Buy
41,825
+1,713
+4% +$214K 0.25% 79
2023
Q4 		$5.25M Sell
40,112
-1,526
-4% -$165K 0.28% 77
2023
Q3 		$4.46M Sell
41,638
-1,033
-2% -$108K 0.27% 81
2023
Q2 		$3.97M Buy
42,671
+22,626
+113% +$1.95M 0.24% 85
2023
Q1 		$1.76M Buy
20,045
+1,103
+6% +$97.4K 0.13% 137
2022
Q4 		$1.41M Sell
18,942
-449
-2% -$38.8K 0.11% 144
2022
Q3 		$1.62M Buy
19,391
+1,844
+11% +$179K 0.15% 127
2022
Q2 		$1.6M Buy
17,547
+1,373
+8% +$148K 0.12% 134
2022
Q1 		$2.05M Buy
16,174
+1,930
+14% +$235K 0.14% 125
2021
Q4 		$1.84M Buy
14,244
+161
+1% +$21.5K 0.13% 133
2021
Q3 		$1.64M Buy
14,083
+283
+2% +$32.8K 0.12% 132
2021
Q2 		$1.34M Sell
13,800
-36
-0.3% -$3.2K 0.1% 142
2021
Q1 		$1.03M Buy
13,836
+240
+2% +$16.6K 0.09% 157
2020
Q4 		$881K Buy
13,596
+1,356
+11% +$79K 0.08% 159
2020
Q3 		$639K Buy
12,240
+80
+0.7% +$4.28K 0.07% 162
2020
Q2 		$689K Buy
12,160
+4,070
+50% +$214K 0.08% 158
2020
Q1 		$369K Buy
8,090
+1,488
+23% +$82.3K 0.05% 180
2019
Q4 		$369K Buy
+6,602
New +$343K 0.04% 205

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

Clearstead Advisors's BX Position: Q2 2026 in Review

Clearstead Advisors reduced its Blackstone (BX) stake by 2.3% in Q2 2026, selling an estimated $614K and leaving 214,818 shares worth $25.3M. The position accounts for 0.24% of the portfolio, ranked #92.

Clearstead Advisors first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.3M in Q1 2026. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Clearstead Advisors held 214,818 shares of Blackstone worth $25.3M as of Q2 2026.
  • Clearstead Advisors sold 5,112 Blackstone shares in Q2 2026, an estimated $614K.
  • Blackstone made up 0.24% of Clearstead Advisors's portfolio in Q2 2026, its #92 holding.
  • Clearstead Advisors first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Clearstead Advisors's Blackstone position peaked at $25.3M in Q1 2026.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.