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Innovative Asset Advisors Group’s Blackstone BX Stock Holding History

Innovative Asset Advisors Group’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
-1,305
Closed -$150K – 387
2026
Q1 		$150K Buy
+1,305
New +$170K 0.09% 162

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Innovative Asset Advisors Group's BX Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Blackstone (BX) in Q2 2026, closing a stake of 1,305 shares — an estimated $150K sold.

Innovative Asset Advisors Group first reported a position in BX in Q1 2026 and held it in 1 quarter. The position peaked at $150K in Q1 2026. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,305 Blackstone shares in Q2 2026, an estimated $150K.
  • Innovative Asset Advisors Group first reported a position in Blackstone in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Blackstone position peaked at $150K in Q1 2026.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.