Fortis Advisors’s Blackstone BX Stock Holding History

Fortis 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	$381K	Buy	+3,234	New	+$389K	0.18%	86
2023 Q2	–	Sell	-1,200	Closed	-$105K	–	111
2023 Q1	$105K	Hold	1,200	–	–	0.07%	115
2022 Q4	$89K	Hold	1,200	–	–	0.07%	123
2022 Q3	$100K	Hold	1,200	–	–	0.07%	117
2022 Q2	$109K	Hold	1,200	–	–	0.07%	119
2022 Q1	$152K	Hold	1,200	–	–	0.08%	120
2021 Q4	$155K	Hold	1,200	–	–	0.09%	110
2021 Q3	$140K	Hold	1,200	–	–	0.09%	114
2021 Q2	$117K	Buy	1,200 +300	+33%	+$26.6K	0.07%	128
2021 Q1	$67K	Hold	900	–	–	0.05%	136
2020 Q4	$58K	Hold	900	–	–	0.05%	107
2020 Q3	$47K	Hold	900	–	–	0.04%	108
2020 Q2	$51K	Hold	900	–	–	0.05%	113
2020 Q1	$41K	Buy	+900	New	+$49.8K	0.03%	190

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

Fortis Advisors's BX Position: Q2 2026 in Review

Fortis Advisors opened a new position in Blackstone (BX) in Q2 2026: 3,234 shares worth $381K. The stake represents 0.18% of the portfolio and ranks #86 among its holdings. This is a return to the name: Fortis Advisors previously reported a position in BX as recently as Q1 2023.

Fortis Advisors first reported a position in BX in Q1 2020 and has held it in 14 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Fortis Advisors held 3,234 shares of Blackstone worth $381K as of Q2 2026.
Blackstone was a new Fortis Advisors position in Q2 2026.
Blackstone made up 0.18% of Fortis Advisors's portfolio in Q2 2026, its #86 holding.
Fortis Advisors first reported a position in Blackstone in Q1 2020 and has held it in 14 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.