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Foster Victor Wealth Advisors’s Blackstone BX Stock Holding History

Foster Victor 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 		$360K Buy
2,890
+31
+1% +$3.73K 0.02% 206
2026
Q1 		$361K Sell
2,859
-1,132
-28% -$147K 0.02% 194
2025
Q4 		$653K Buy
3,991
+367
+10% +$55.8K 0.04% 147
2025
Q3 		$611K Buy
3,624
+1,029
+40% +$176K 0.04% 139
2025
Q2 		$412K Buy
2,595
+49
+2% +$6.73K 0.03% 152
2025
Q1 		$324K Buy
2,546
+1
+0% +$162 0.03% 155
2024
Q4 		$458K Sell
2,545
-291
-10% -$50.7K 0.04% 134
2024
Q3 		$421K Buy
2,836
+1
+0% +$139 0.03% 139
2024
Q2 		$388K Sell
2,835
-80
-3% -$9.84K 0.03% 139
2024
Q1 		$370K Buy
2,915
+1
+0% +$125 0.03% 127
2023
Q4 		$356K Buy
2,914
+2
+0.1% +$216 0.04% 121
2023
Q3 		$306K Buy
2,912
+1
+0% +$104 0.04% 121
2023
Q2 		$270K Sell
2,911
-68
-2% -$5.87K 0.03% 131
2023
Q1 		$242K Buy
+2,979
New +$263K 0.03% 142

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

Foster Victor Wealth Advisors's BX Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Blackstone (BX) stake by 1.1% in Q2 2026, buying an estimated $3.73K and bringing the position to 2,890 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #206.

Foster Victor Wealth Advisors first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $653K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Foster Victor Wealth Advisors held 2,890 shares of Blackstone worth $360K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 31 Blackstone shares in Q2 2026, an estimated $3.73K.
  • Blackstone made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • Foster Victor Wealth Advisors first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
  • Foster Victor Wealth Advisors's Blackstone position peaked at $653K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.