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EverSource Wealth Advisors’s Blackstone BX Stock Holding History

EverSource Wealth 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 		$7.5M Buy
63,714
+717
+1% +$86.2K 0.25% 84
2026
Q1 		$7.24M Buy
62,997
+6,996
+12% +$910K 0.22% 77
2025
Q4 		$8.63M Buy
56,001
+1,242
+2% +$189K 0.32% 72
2025
Q3 		$9.36M Buy
54,759
+367
+0.7% +$62.9K 0.37% 64
2025
Q2 		$8.14M Buy
54,392
+904
+2% +$124K 0.37% 67
2025
Q1 		$7.48M Buy
53,488
+910
+2% +$148K 0.41% 62
2024
Q4 		$9.07M Sell
52,578
-191
-0.4% -$33.3K 0.51% 47
2024
Q3 		$8.08M Sell
52,769
-1,390
-3% -$193K 0.51% 50
2024
Q2 		$7.7M Buy
54,159
+5,479
+11% +$674K 0.51% 46
2024
Q1 		$5.68M Sell
48,680
-59
-0.1% -$7.37K 0.45% 55
2023
Q4 		$6.38M Sell
48,739
-4,519
-8% -$489K 0.58% 38
2023
Q3 		$5.71M Buy
53,258
+632
+1% +$65.8K 0.61% 41
2023
Q2 		$4.89M Buy
52,626
+89
+0.2% +$7.69K 0.54% 43
2023
Q1 		$4.61M Buy
52,537
+2,709
+5% +$239K 0.57% 39
2022
Q4 		$3.7M Buy
49,828
+49,621
+23,971% +$4.29M 0.56% 40
2022
Q3 		$17K Sell
207
-556
-73% -$53.8K ﹤0.01% 951
2022
Q2 		$69K Buy
763
+517
+210% +$55.8K 0.02% 503
2022
Q1 		$31K Buy
246
+69
+39% +$8.41K 0.01% 561
2021
Q4 		$23K Buy
+177
New +$23.6K 0.01% 626

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

EverSource Wealth Advisors's BX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Blackstone (BX) stake by 1.1% in Q2 2026, buying an estimated $86.2K and bringing the position to 63,714 shares worth $7.5M. The position accounts for 0.25% of the portfolio, ranked #84.

EverSource Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.36M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • EverSource Wealth Advisors held 63,714 shares of Blackstone worth $7.5M as of Q2 2026.
  • EverSource Wealth Advisors bought 717 Blackstone shares in Q2 2026, an estimated $86.2K.
  • Blackstone made up 0.25% of EverSource Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • EverSource Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Blackstone position peaked at $9.36M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.