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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
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

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

Doliver Advisors's BX Position: Q2 2026 in Review

Doliver Advisors reduced its Blackstone (BX) stake by 4.1% in Q2 2026, selling an estimated $17.7K and leaving 3,470 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #141.

Doliver Advisors first reported a position in BX in Q2 2017 and has held it in 17 quarters since. The position peaked at $416K in Q1 2026. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Doliver Advisors held 3,470 shares of Blackstone worth $408K as of Q2 2026.
  • Doliver Advisors sold 147 Blackstone shares in Q2 2026, an estimated $17.7K.
  • Blackstone made up 0.09% of Doliver Advisors's portfolio in Q2 2026, its #141 holding.
  • Doliver Advisors first reported a position in Blackstone in Q2 2017 and has held it in 17 quarters since.
  • Doliver Advisors's Blackstone position peaked at $416K in Q1 2026.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.