Gratus Wealth Advisors’s Blackstone BX Stock Holding History

Gratus 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	$1.2M	Buy	10,228 +129	+1%	+$15.5K	0.15%	49
2026 Q1	$1.16M	Buy	10,099 +1,161	+13%	+$151K	0.17%	52
2025 Q4	$1.38M	Buy	8,938 +422	+5%	+$64.1K	0.19%	47
2025 Q3	$1.45M	Sell	8,516 -44	-0.5%	-$7.54K	0.2%	42
2025 Q2	$1.28M	Sell	8,560 -61	-0.7%	-$8.38K	0.19%	47
2025 Q1	$1.21M	Sell	8,621 -81	-0.9%	-$13.1K	0.2%	47
2024 Q4	$1.5M	Sell	8,702 -34	-0.4%	-$5.92K	0.24%	40
2024 Q3	$1.3M	Buy	8,736 +111	+1%	+$15.4K	0.21%	48
2024 Q2	$1.2M	Buy	8,625 +241	+3%	+$29.7K	0.21%	46
2024 Q1	$1.01M	Sell	8,384 -2,998	-26%	-$374K	0.19%	51
2023 Q4	$1.49M	Buy	+11,382	New	+$1.23M	0.29%	42

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

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

Gratus Wealth Advisors increased its Blackstone (BX) stake by 1.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 10,228 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #49.

Gratus Wealth Advisors first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2024. 902 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Gratus Wealth Advisors held 10,228 shares of Blackstone worth $1.2M as of Q2 2026.
Gratus Wealth Advisors bought 129 Blackstone shares in Q2 2026, an estimated $15.5K.
Blackstone made up 0.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Gratus Wealth Advisors first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Blackstone position peaked at $1.5M in Q4 2024.
902 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.