Elevated Capital Advisors’s Blackstone BX Stock Holding History

Elevated Capital 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	$824	Hold	7	–	–	﹤0.01%	758
2026 Q1	$805	Hold	7	–	–	﹤0.01%	756
2025 Q4	$1.08K	Buy	+7	New	+$1.06K	﹤0.01%	704
2022 Q1	$1.41M	Buy	+11,065	New	+$1.35M	0.47%	73
2021 Q3	$1.21M	Buy	+10,402	New	+$1.21M	0.42%	74
2021 Q1	$1.59M	Sell	19,984 -6,760	-25%	-$467K	0.62%	50
2020 Q4	$1.73M	Sell	26,744 -1,824	-6%	-$106K	0.75%	39
2020 Q3	$1.63M	Sell	28,568 -584	-2%	-$31.3K	0.76%	36
2020 Q2	$1.59M	Buy	+29,152	New	+$1.53M	0.75%	35

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 $3.37T AUM 44.26% 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

Elevated Capital Advisors's BX Position: Q2 2026 in Review

Elevated Capital Advisors held its Blackstone (BX) position steady in Q2 2026 at 7 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Elevated Capital Advisors first reported a position in BX in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2020. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Elevated Capital Advisors held 7 shares of Blackstone worth $824 as of Q2 2026.
Elevated Capital Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #758 holding.
Elevated Capital Advisors first reported a position in Blackstone in Q2 2020 and has held it in 9 quarters since.
Elevated Capital Advisors's Blackstone position peaked at $1.73M in Q4 2020.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.