IWA
BX icon

Icon Wealth Advisors’s Blackstone BX Stock Holding History

Icon 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 		$519K Buy
4,411
+2,232
+102% +$268K 0.03% 272
2026
Q1 		$261K Buy
2,179
+672
+45% +$87.4K 0.02% 343
2025
Q4 		$232K Sell
1,507
-776
-34% -$118K 0.02% 357
2025
Q3 		$390K Buy
2,283
+242
+12% +$41.5K 0.03% 283
2025
Q2 		$305K Buy
2,041
+822
+67% +$113K 0.02% 309
2025
Q1 		$170K Buy
1,219
+179
+17% +$29.1K 0.01% 389
2024
Q4 		$179K Sell
1,040
-220
-17% -$38.3K 0.01% 392
2024
Q3 		$193K Buy
1,260
+431
+52% +$59.8K 0.02% 363
2024
Q2 		$118K Sell
829
-434
-34% -$53.4K 0.01% 406
2024
Q1 		$166K Sell
1,263
-775
-38% -$96.8K 0.02% 370
2023
Q4 		$267K Buy
+2,038
New +$220K 0.03% 280

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

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

Icon Wealth Advisors increased its Blackstone (BX) stake by 102% in Q2 2026, buying an estimated $268K and bringing the position to 4,411 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #272.

Icon Wealth Advisors first reported a position in BX in Q4 2023 and has held it in 11 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Icon Wealth Advisors held 4,411 shares of Blackstone worth $519K as of Q2 2026.
  • Icon Wealth Advisors bought 2,232 Blackstone shares in Q2 2026, an estimated $268K.
  • Blackstone made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • Icon Wealth Advisors first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.