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IVC Wealth Advisors’s Blackstone BX Stock Holding History

IVC 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 		$382K Buy
3,243
+39
+1% +$4.69K 0.15% 111
2026
Q1 		$368K Buy
3,204
+99
+3% +$12.9K 0.16% 108
2025
Q4 		$479K Buy
3,105
+114
+4% +$17.3K 0.21% 89
2025
Q3 		$511K Buy
2,991
+146
+5% +$25K 0.23% 81
2025
Q2 		$426K Buy
2,845
+50
+2% +$6.87K 0.21% 91
2025
Q1 		$391K Sell
2,795
-99
-3% -$16.1K 0.21% 95
2024
Q4 		$499K Sell
2,894
-553
-16% -$96.3K 0.28% 70
2024
Q3 		$528K Sell
3,447
-103
-3% -$14.3K 0.29% 75
2024
Q2 		$439K Buy
3,550
+113
+3% +$13.9K 0.25% 88
2024
Q1 		$452K Sell
3,437
-184
-5% -$23K 0.26% 87
2023
Q4 		$474K Sell
3,621
-150
-4% -$16.2K 0.29% 80
2023
Q3 		$404K Buy
3,771
+1
+0% +$104 0.27% 93
2023
Q2 		$350K Buy
3,770
+194
+5% +$16.8K 0.22% 100
2023
Q1 		$314K Buy
3,576
+486
+16% +$42.9K 0.22% 104
2022
Q4 		$229K Sell
3,090
-49
-2% -$4.23K 0.17% 132
2022
Q3 		$263K Buy
3,139
+10
+0.3% +$968 0.21% 114
2022
Q2 		$285K Buy
3,129
+122
+4% +$13.2K 0.22% 109
2022
Q1 		$382K Sell
3,007
-3
-0.1% -$366 0.25% 97
2021
Q4 		$389K Sell
3,010
-726
-19% -$96.8K 0.25% 98
2021
Q3 		$435K Sell
3,736
-73
-2% -$8.47K 0.3% 85
2021
Q2 		$370K Sell
3,809
-55
-1% -$4.88K 0.26% 99
2021
Q1 		$288K Hold
3,864
– – 0.23% 98
2020
Q4 		$250K Buy
+3,864
New +$225K 0.24% 99

Other funds holding BX

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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

IVC Wealth Advisors increased its Blackstone (BX) stake by 1.2% in Q2 2026, buying an estimated $4.69K and bringing the position to 3,243 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #111.

IVC Wealth Advisors first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $528K in Q3 2024. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • IVC Wealth Advisors held 3,243 shares of Blackstone worth $382K as of Q2 2026.
  • IVC Wealth Advisors bought 39 Blackstone shares in Q2 2026, an estimated $4.69K.
  • Blackstone made up 0.15% of IVC Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • IVC Wealth Advisors first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Blackstone position peaked at $528K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.