Independent Advisor Alliance’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.82M | Sell |
49,489
-1,558
| -3% | -$187K | 0.14% | 109 |
|
|
2026
Q1 | $5.87M | Sell |
51,047
-11,600
| -19% | -$1.51M | 0.06% | 279 |
|
|
2025
Q4 | $9.66M | Sell |
62,647
-780
| -1% | -$119K | 0.23% | 60 |
|
|
2025
Q3 | $10.8M | Sell |
63,427
-461
| -0.7% | -$79K | 0.28% | 50 |
|
|
2025
Q2 | $9.56M | Sell |
63,888
-1,438
| -2% | -$198K | 0.28% | 57 |
|
|
2025
Q1 | $9.13M | Sell |
65,326
-1,092
| -2% | -$177K | 0.3% | 56 |
|
|
2024
Q4 | $11.5M | Buy |
66,418
+3,878
| +6% | +$676K | 0.15% | 150 |
|
|
2024
Q3 | $9.58M | Sell |
62,540
-3,902
| -6% | -$541K | 0.35% | 52 |
|
|
2024
Q2 | $8.23M | Buy |
66,442
+1,582
| +2% | +$195K | 0.28% | 65 |
|
|
2024
Q1 | $8.52M | Sell |
64,860
-6,605
| -9% | -$825K | 0.31% | 63 |
|
|
2023
Q4 | $9.36M | Sell |
71,465
-376
| -0.5% | -$40.7K | 0.34% | 57 |
|
|
2023
Q3 | $7.7M | Buy |
71,841
+13,602
| +23% | +$1.42M | 0.35% | 57 |
|
|
2023
Q2 | $5.41M | Sell |
58,239
-1,445
| -2% | -$125K | 0.24% | 78 |
|
|
2023
Q1 | $5.24M | Sell |
59,684
-12,270
| -17% | -$1.08M | 0.25% | 80 |
|
|
2022
Q4 | $5.34K | Sell |
71,954
-985
| -1% | -$85.1K | ﹤0.01% | 190 |
|
|
2022
Q3 | $6.11M | Buy |
72,939
+4,681
| +7% | +$453K | 0.36% | 67 |
|
|
2022
Q2 | $6.23M | Buy |
68,258
+986
| +1% | +$106K | 0.35% | 69 |
|
|
2022
Q1 | $8.54M | Sell |
67,272
-2,405
| -3% | -$293K | 0.41% | 57 |
|
|
2021
Q4 | $9.02M | Sell |
69,677
-17,683
| -20% | -$2.36M | 0.44% | 58 |
|
|
2021
Q3 | $10.2M | Buy |
87,360
+32,681
| +60% | +$3.79M | 0.57% | 40 |
|
|
2021
Q2 | $5.31M | Buy |
54,679
+4,789
| +10% | +$425K | 0.29% | 89 |
|
|
2021
Q1 | $3.72M | Buy |
49,890
+559
| +1% | +$38.6K | 0.22% | 103 |
|
|
2020
Q4 | $3.2M | Buy |
49,331
+370
| +0.8% | +$21.5K | 0.22% | 104 |
|
|
2020
Q3 | $2.56M | Sell |
48,961
-927
| -2% | -$49.6K | 0.19% | 109 |
|
|
2020
Q2 | $2.83M | Sell |
49,888
-22,719
| -31% | -$1.2M | 0.3% | 69 |
|
|
2020
Q1 | $3.31M | Sell |
72,607
-10,654
| -13% | -$589K | 0.48% | 47 |
|
|
2019
Q4 | $4.66M | Sell |
83,261
-13
| -0% | -$674 | 0.2% | 116 |
|
|
2019
Q3 | $4.07M | Buy |
83,274
+2,111
| +3% | +$103K | 0.5% | 39 |
|
|
2019
Q2 | $3.6M | Buy |
81,163
+6,595
| +9% | +$263K | 0.52% | 39 |
|
|
2019
Q1 | $2.61M | Buy |
74,568
+1,814
| +2% | +$60.5K | 0.37% | 64 |
|
|
2018
Q4 | $2.17M | Buy |
72,754
+7,427
| +11% | +$245K | 0.38% | 58 |
|
|
2018
Q3 | $2.53M | Buy |
65,327
+5,922
| +10% | +$214K | 0.46% | 51 |
|
|
2018
Q2 | $1.91M | Buy |
59,405
+4,304
| +8% | +$137K | 0.4% | 63 |
|
|
2018
Q1 | $1.73M | Buy |
55,101
+1,840
| +3% | +$62.7K | 0.39% | 66 |
|
|
2017
Q4 | $1.77M | Buy |
53,261
+5,534
| +12% | +$180K | 0.4% | 69 |
|
|
2017
Q3 | $1.59M | Buy |
47,727
+1,662
| +4% | +$54.7K | 0.44% | 66 |
|
|
2017
Q2 | $1.53M | Buy |
46,065
+799
| +2% | +$25.1K | 0.49% | 64 |
|
|
2017
Q1 | $1.33M | Buy |
45,266
+866
| +2% | +$26K | 0.21% | 133 |
|
|
2016
Q4 | $1.31M | Buy |
+44,400
| New | +$1.15M | 0.56% | 63 |
|
Other funds holding BX
Independent Advisor Alliance's BX Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Blackstone (BX) stake by 3.1% in Q2 2026, selling an estimated $187K and leaving 49,489 shares worth $5.82M. The position accounts for 0.14% of the portfolio, ranked #109.
Independent Advisor Alliance first reported a position in BX in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.5M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Independent Advisor Alliance held 49,489 shares of Blackstone worth $5.82M as of Q2 2026.
- Independent Advisor Alliance sold 1,558 Blackstone shares in Q2 2026, an estimated $187K.
- Blackstone made up 0.14% of Independent Advisor Alliance's portfolio in Q2 2026, its #109 holding.
- Independent Advisor Alliance first reported a position in Blackstone in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's Blackstone position peaked at $11.5M in Q4 2024.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.