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Elevation Wealth Partners’s Blackstone BX Stock Holding History

Elevation Wealth Partners’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 		$11.8K Sell
100
-46
-32% -$5.53K ﹤0.01% 764
2026
Q1 		$16.8K Buy
+146
New +$19K 0.01% 417
2025
Q4 		– Sell
-28
Closed -$4.78K – 965
2025
Q3 		$4.78K Buy
+28
New +$4.8K ﹤0.01% 489

Other funds holding BX

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's BX Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Blackstone (BX) stake by 32% in Q2 2026, selling an estimated $5.53K and leaving 100 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Elevation Wealth Partners first reported a position in BX in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.8K in Q1 2026. 850 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Elevation Wealth Partners held 100 shares of Blackstone worth $11.8K as of Q2 2026.
  • Elevation Wealth Partners sold 46 Blackstone shares in Q2 2026, an estimated $5.53K.
  • Blackstone made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #764 holding.
  • Elevation Wealth Partners first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Blackstone position peaked at $16.8K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.