DHJJ Financial Advisors’s Blackstone BX Stock Holding History

DHJJ Financial 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	$37.9K	Hold	322	–	–	0.01%	458
2026 Q1	$37K	Hold	322	–	–	0.01%	449
2025 Q4	$49.6K	Hold	322	–	–	0.02%	385
2025 Q3	$55K	Buy	322 +10	+3%	+$1.71K	0.02%	352
2025 Q2	$46.7K	Hold	312	–	–	0.02%	355
2025 Q1	$43.6K	Hold	312	–	–	0.02%	332
2024 Q4	$53.8K	Hold	312	–	–	0.02%	299
2024 Q3	$47.8K	Hold	312	–	–	0.02%	306
2024 Q2	$38.6K	Hold	312	–	–	0.02%	307
2024 Q1	$41K	Hold	312	–	–	0.02%	289
2023 Q4	$40.8K	Hold	312	–	–	0.02%	274
2023 Q3	$33.4K	Buy	+312	New	+$32.5K	0.02%	295

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's BX Position: Q2 2026 in Review

DHJJ Financial Advisors held its Blackstone (BX) position steady in Q2 2026 at 322 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #458.

DHJJ Financial Advisors first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $55K in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

DHJJ Financial Advisors held 322 shares of Blackstone worth $37.9K as of Q2 2026.
DHJJ Financial Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #458 holding.
DHJJ Financial Advisors first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Blackstone position peaked at $55K in Q3 2025.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.