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Cura Wealth Advisors’s Blackstone BX Stock Holding History

Cura 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 		$265K Buy
2,252
+87
+4% +$10.5K 0.11% 107
2026
Q1 		$249K Sell
2,165
-327
-13% -$42.5K 0.11% 98
2025
Q4 		$384K Buy
2,492
+344
+16% +$52.3K 0.15% 76
2025
Q3 		$367K Buy
+2,148
New +$368K 0.14% 69
2025
Q2 		– Sell
-3,200
Closed -$440K – 122
2025
Q1 		$447K Buy
3,200
+276
+9% +$44.8K 0.18% 56
2024
Q4 		$504K Buy
+2,924
New +$509K 0.22% 50

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

Cura Wealth Advisors's BX Position: Q2 2026 in Review

Cura Wealth Advisors increased its Blackstone (BX) stake by 4% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,252 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #107.

Cura Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cura Wealth Advisors held 2,252 shares of Blackstone worth $265K as of Q2 2026.
  • Cura Wealth Advisors bought 87 Blackstone shares in Q2 2026, an estimated $10.5K.
  • Blackstone made up 0.11% of Cura Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Cura Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • Cura Wealth Advisors's Blackstone position peaked at $504K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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