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Cypress Wealth Services’s Blackstone BX Stock Holding History

Cypress Wealth Services’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 		$235K Sell
2,000
-58
-3% -$6.97K 0.03% 385
2026
Q1 		$237K Buy
2,058
+60
+3% +$7.81K 0.03% 348
2025
Q4 		$308K Sell
1,998
-7
-0.3% -$1.06K 0.04% 297
2025
Q3 		$343K Buy
2,005
+36
+2% +$6.17K 0.06% 223
2025
Q2 		$295K Sell
1,969
-11
-0.6% -$1.51K 0.05% 237
2025
Q1 		$277K Buy
1,980
+48
+2% +$7.79K 0.06% 229
2024
Q4 		$333K Buy
1,932
+21
+1% +$3.66K 0.07% 193
2024
Q3 		$293K Buy
1,911
+56
+3% +$7.77K 0.06% 206
2024
Q2 		$230K Buy
1,855
+71
+4% +$8.74K 0.05% 230
2024
Q1 		$234K Sell
1,784
-1,710
-49% -$214K 0.05% 232
2023
Q4 		$457K Buy
3,494
+7
+0.2% +$757 0.11% 149
2023
Q3 		$374K Buy
3,487
+1
+0% +$104 0.1% 161
2023
Q2 		$364K Sell
3,486
-99
-3% -$8.55K 0.1% 166
2023
Q1 		$315K Buy
3,585
+102
+3% +$9.01K 0.09% 179
2022
Q4 		$258K Buy
3,483
+11
+0.3% +$950 0.08% 197
2022
Q3 		$300K Buy
3,472
+2
+0.1% +$194 0.1% 170
2022
Q2 		$317K Buy
3,470
+12
+0.3% +$1.3K 0.1% 165
2022
Q1 		$439K Sell
3,458
-479
-12% -$58.4K 0.12% 134
2021
Q4 		$509K Buy
3,937
+1
+0% +$133 0.14% 112
2021
Q3 		$458K Sell
3,936
-44
-1% -$5.11K 0.14% 121
2021
Q2 		$387K Buy
+3,980
New +$353K 0.11% 168

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Cypress Wealth Services's BX Position: Q2 2026 in Review

Cypress Wealth Services reduced its Blackstone (BX) stake by 2.8% in Q2 2026, selling an estimated $6.97K and leaving 2,000 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #385.

Cypress Wealth Services first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $509K in Q4 2021. 556 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cypress Wealth Services held 2,000 shares of Blackstone worth $235K as of Q2 2026.
  • Cypress Wealth Services sold 58 Blackstone shares in Q2 2026, an estimated $6.97K.
  • Blackstone made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #385 holding.
  • Cypress Wealth Services first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Cypress Wealth Services's Blackstone position peaked at $509K in Q4 2021.
  • 556 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.