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Doliver Advisors’s Blackstone BX Stock Holding History

Doliver 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
Q3 		$389K Hold
3,470
– – 0.08% 140
2026
Q2 		$408K Sell
3,470
-147
-4% -$17.7K 0.09% 141
2026
Q1 		$416K Buy
3,617
+2,025
+127% +$263K 0.09% 125
2025
Q4 		$245K Hold
1,592
– – 0.06% 162
2025
Q3 		$272K Buy
1,592
+190
+14% +$32.6K 0.07% 163
2025
Q2 		$210K Sell
1,402
-38
-3% -$5.22K 0.06% 158
2025
Q1 		$201K Hold
1,440
– – 0.06% 158
2024
Q4 		$248K Buy
+1,440
New +$251K 0.07% 143
2020
Q1 		– Sell
-3,707
Closed -$207K – 174
2019
Q4 		$207K Buy
+3,707
New +$192K 0.08% 107
2019
Q3 		– Sell
-9,026
Closed -$401K – 154
2019
Q2 		$401K Sell
9,026
-1,650
-15% -$65.8K 0.16% 52
2019
Q1 		$373K Buy
10,676
+366
+4% +$12.2K 0.15% 52
2018
Q4 		$307K Buy
10,310
+2,350
+30% +$77.7K 0.15% 82
2018
Q3 		$303K Sell
7,960
-1,065
-12% -$38.5K 0.12% 103
2018
Q2 		$291K Buy
9,025
+125
+1% +$3.98K 0.12% 123
2018
Q1 		$284K Sell
8,900
-150
-2% -$5.11K 0.12% 155
2017
Q4 		$290K Buy
9,050
+1,300
+17% +$42.3K 0.12% 158
2017
Q3 		$259K Buy
7,750
+1,160
+18% +$38.2K 0.12% 177
2017
Q2 		$220K Buy
+6,590
New +$207K 0.11% 212

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Doliver Advisors's BX Position: Q3 2026 in Review

Doliver Advisors held its Blackstone (BX) position steady in Q3 2026 at 3,470 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #140.

Doliver Advisors first reported a position in BX in Q2 2017 and has held it in 18 quarters since. The position peaked at $416K in Q1 2026. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Doliver Advisors held 3,470 shares of Blackstone worth $389K as of Q3 2026.
  • Doliver Advisors left its Blackstone share count unchanged in Q3 2026.
  • Blackstone made up 0.08% of Doliver Advisors's portfolio in Q3 2026, its #140 holding.
  • Doliver Advisors first reported a position in Blackstone in Q2 2017 and has held it in 18 quarters since.
  • Doliver Advisors's Blackstone position peaked at $416K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.