Everpar Advisors’s Blackstone BX Stock Holding History

Everpar 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	$515K	Buy	4,375 +1,285	+42%	+$154K	0.15%	144
2026 Q1	$355K	Sell	3,090 -894	-22%	-$116K	0.12%	183
2025 Q4	$614K	Sell	3,984 -323	-7%	-$49.1K	0.23%	96
2025 Q3	$736K	Sell	4,307 -14	-0.3%	-$2.4K	0.29%	77
2025 Q2	$646K	Sell	4,321 -338	-7%	-$46.4K	0.29%	77
2025 Q1	$651K	Sell	4,659 -196	-4%	-$31.8K	0.35%	67
2024 Q4	$837K	Buy	4,855 +56	+1%	+$9.76K	0.42%	48
2024 Q3	$735K	Sell	4,799 -4,499	-48%	-$624K	0.38%	61
2024 Q2	$1.15M	Sell	9,298 -139	-1%	-$17.1K	0.58%	35
2024 Q1	$1.24M	Sell	9,437 -4,441	-32%	-$555K	0.75%	25
2023 Q4	$1.82M	Buy	+13,878	New	+$1.5M	0.85%	19

Other funds holding BX

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Everpar Advisors's BX Position: Q2 2026 in Review

Everpar Advisors increased its Blackstone (BX) stake by 42% in Q2 2026, buying an estimated $154K and bringing the position to 4,375 shares worth $515K. The position accounts for 0.15% of the portfolio, ranked #144.

Everpar Advisors first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q4 2023. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Everpar Advisors held 4,375 shares of Blackstone worth $515K as of Q2 2026.
Everpar Advisors bought 1,285 Blackstone shares in Q2 2026, an estimated $154K.
Blackstone made up 0.15% of Everpar Advisors's portfolio in Q2 2026, its #144 holding.
Everpar Advisors first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Blackstone position peaked at $1.82M in Q4 2023.
346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.