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Invictus Private Wealth’s Blackstone BX Stock Holding History

Invictus Private Wealth’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
-1,757
Closed -$202K – 87
2026
Q1 		$202K Sell
1,757
-262
-13% -$34.1K 0.01% 84
2025
Q4 		$311K Sell
2,019
-60
-3% -$9.12K 0.02% 66
2025
Q3 		$355K Sell
2,079
-1
-0% -$171 0.02% 67
2025
Q2 		$311K Buy
+2,080
New +$286K 0.02% 69

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Invictus Private Wealth's BX Position: Q2 2026 in Review

Invictus Private Wealth sold out of Blackstone (BX) in Q2 2026, closing a stake of 1,757 shares — an estimated $202K sold.

Invictus Private Wealth first reported a position in BX in Q2 2025 and held it in 4 quarters. The position peaked at $355K in Q3 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Invictus Private Wealth reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Invictus Private Wealth sold 1,757 Blackstone shares in Q2 2026, an estimated $202K.
  • Invictus Private Wealth first reported a position in Blackstone in Q2 2025 and held it in 4 quarters.
  • Invictus Private Wealth's Blackstone position peaked at $355K in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.