Fragasso Financial Advisors’s Blackstone BX Stock Holding History

Fragasso Financial 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	$1.86M	Sell	15,782 -701	-4%	-$84.2K	0.1%	91
2026 Q1	$1.85M	Buy	16,483 +4,350	+36%	+$566K	0.11%	84
2025 Q4	$1.87M	Sell	12,133 -3,531	-23%	-$537K	0.11%	82
2025 Q3	$2.64M	Buy	15,664 +10,709	+216%	+$1.83M	0.16%	59
2025 Q2	$741K	Buy	4,955 +1,063	+27%	+$146K	0.05%	154
2025 Q1	$544K	Buy	3,892 +60	+2%	+$9.74K	0.04%	168
2024 Q4	$661K	Buy	3,832 +353	+10%	+$61.5K	0.05%	148
2024 Q3	$533K	Buy	3,479 +135	+4%	+$18.7K	0.04%	157
2024 Q2	$414K	Buy	3,344 +89	+3%	+$11K	0.03%	175
2024 Q1	$428K	Buy	3,255 +91	+3%	+$11.4K	0.04%	180
2023 Q4	$414K	Buy	3,164 +77	+2%	+$8.33K	0.04%	179
2023 Q3	$331K	Buy	3,087 +20	+0.7%	+$2.08K	0.03%	181
2023 Q2	$285K	Buy	3,067 +23	+0.8%	+$1.99K	0.03%	197
2023 Q1	$267K	Buy	3,044 +164	+6%	+$14.5K	0.03%	187
2022 Q4	$214K	Buy	+2,880	New	+$249K	0.02%	198

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Fragasso Financial Advisors's BX Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its Blackstone (BX) stake by 4.3% in Q2 2026, selling an estimated $84.2K and leaving 15,782 shares worth $1.86M. The position accounts for 0.1% of the portfolio, ranked #91.

Fragasso Financial Advisors first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q3 2025. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Fragasso Financial Advisors held 15,782 shares of Blackstone worth $1.86M as of Q2 2026.
Fragasso Financial Advisors sold 701 Blackstone shares in Q2 2026, an estimated $84.2K.
Blackstone made up 0.1% of Fragasso Financial Advisors's portfolio in Q2 2026, its #91 holding.
Fragasso Financial Advisors first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
Fragasso Financial Advisors's Blackstone position peaked at $2.64M in Q3 2025.
708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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