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GoalVest Advisory’s Blackstone BX Stock Holding History

GoalVest Advisory’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 		– Sell
-13,325
Closed -$1.53M – 512
2026
Q1 		$1.53M Sell
13,325
-699
-5% -$90.9K 0.3% 59
2025
Q4 		$2.16M Sell
14,024
-2,005
-13% -$305K 0.41% 33
2025
Q3 		$2.74M Buy
16,029
+49
+0.3% +$8.39K 0.58% 27
2025
Q2 		$2.39M Sell
15,980
-604
-4% -$83K 0.59% 26
2025
Q1 		$2.32M Buy
16,584
+1,242
+8% +$202K 0.64% 26
2024
Q4 		$2.65M Buy
15,342
+17
+0.1% +$2.96K 0.73% 22
2024
Q3 		$2.35M Sell
15,325
-1,100
-7% -$153K 0.67% 23
2024
Q2 		$2.03M Sell
16,425
-800
-5% -$98.4K 0.65% 24
2024
Q1 		$2.26M Buy
+17,225
New +$2.15M 0.75% 17
2022
Q2 		– Sell
-118
Closed -$15K – 332
2022
Q1 		$15K Buy
+118
New +$14.4K 0.01% 213

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

GoalVest Advisory's BX Position: Q2 2026 in Review

GoalVest Advisory sold out of Blackstone (BX) in Q2 2026, closing a stake of 13,325 shares — an estimated $1.53M sold.

GoalVest Advisory first reported a position in BX in Q1 2022 and held it in 10 quarters. The position peaked at $2.74M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • GoalVest Advisory reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 13,325 Blackstone shares in Q2 2026, an estimated $1.53M.
  • GoalVest Advisory first reported a position in Blackstone in Q1 2022 and held it in 10 quarters.
  • GoalVest Advisory's Blackstone position peaked at $2.74M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.