FWA
BX icon

Flagship Wealth Advisors’s Blackstone BX Stock Holding History

Flagship 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 		$405K Buy
3,446
+1,924
+126% +$231K 0.09% 110
2026
Q1 		$228K Sell
1,522
-924
-38% -$120K 0.1% 94
2025
Q4 		$377K Hold
2,446
– – 0.11% 91
2025
Q3 		$418K Buy
2,446
+424
+21% +$72.6K 0.14% 82
2025
Q2 		$302K Buy
2,022
+150
+8% +$20.6K 0.11% 91
2025
Q1 		$262K Buy
1,872
+50
+3% +$8.12K 0.11% 95
2024
Q4 		$314K Buy
+1,822
New +$317K 0.18% 70

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

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

Flagship Wealth Advisors increased its Blackstone (BX) stake by 126% in Q2 2026, buying an estimated $231K and bringing the position to 3,446 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #110.

Flagship Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Flagship Wealth Advisors held 3,446 shares of Blackstone worth $405K as of Q2 2026.
  • Flagship Wealth Advisors bought 1,924 Blackstone shares in Q2 2026, an estimated $231K.
  • Blackstone made up 0.09% of Flagship Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Flagship Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Blackstone position peaked at $418K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.