JWCA
BX icon

J.W. Cole Advisors’s Blackstone BX Stock Holding History

J.W. Cole 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 		$7.47M Sell
63,466
-2,156
-3% -$259K 0.13% 168
2026
Q1 		$7.55M Buy
65,622
+678
+1% +$88.2K 0.25% 79
2025
Q4 		$8.91M Sell
64,944
-9,625
-13% -$1.46M 0.22% 94
2025
Q3 		$12.7M Sell
74,569
-2,440
-3% -$418K 0.24% 71
2025
Q2 		$11.5M Buy
77,009
+26,165
+51% +$3.6M 0.24% 78
2025
Q1 		$7.11M Buy
50,844
+28,134
+124% +$4.57M 0.22% 97
2024
Q4 		$3.92M Sell
22,710
-1,105
-5% -$193K 0.16% 137
2024
Q3 		$3.65M Buy
23,815
+434
+2% +$60.2K 0.15% 137
2024
Q2 		$2.89M Sell
23,381
-1,075
-4% -$132K 0.14% 153
2024
Q1 		$3.21M Buy
24,456
+2,099
+9% +$262K 0.16% 139
2023
Q4 		$2.93M Sell
22,357
-1,377
-6% -$149K 0.17% 135
2023
Q3 		$2.54M Buy
23,734
+349
+1% +$36.3K 0.19% 132
2023
Q2 		$2.17M Sell
23,385
-3,103
-12% -$268K 0.15% 153
2023
Q1 		$2.33M Buy
26,488
+1,114
+4% +$98.4K 0.17% 148
2022
Q4 		$1.88M Sell
25,374
-84
-0.3% -$7.25K 0.14% 167
2022
Q3 		$2.13M Buy
25,458
+817
+3% +$79.1K 0.18% 137
2022
Q2 		$2.25M Buy
24,641
+363
+1% +$39.2K 0.18% 142
2022
Q1 		$3.08M Sell
24,278
-1,089
-4% -$133K 0.21% 120
2021
Q4 		$3.28M Buy
25,367
+1,657
+7% +$221K 0.21% 116
2021
Q3 		$2.76M Sell
23,710
-384
-2% -$44.6K 0.2% 81
2021
Q2 		$2.34M Buy
24,094
+6,062
+34% +$538K 0.18% 122
2021
Q1 		$1.34M Sell
18,032
-317
-2% -$21.9K 0.13% 197
2020
Q4 		$1.19M Sell
18,349
-25,687
-58% -$1.5M 0.12% 204
2020
Q3 		$2.3M Buy
44,036
+23,721
+117% +$1.27M 0.18% 134
2020
Q2 		$1.15M Buy
20,315
+15,894
+360% +$837K 0.17% 147
2020
Q1 		$201K Sell
4,421
-21,463
-83% -$1.19M 0.39% 86
2019
Q4 		$1.45M Buy
+25,884
New +$1.34M 0.18% 143

Other funds holding BX

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

J.W. Cole Advisors's BX Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Blackstone (BX) stake by 3.3% in Q2 2026, selling an estimated $259K and leaving 63,466 shares worth $7.47M. The position accounts for 0.13% of the portfolio, ranked #168.

J.W. Cole Advisors first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.7M in Q3 2025. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • J.W. Cole Advisors held 63,466 shares of Blackstone worth $7.47M as of Q2 2026.
  • J.W. Cole Advisors sold 2,156 Blackstone shares in Q2 2026, an estimated $259K.
  • Blackstone made up 0.13% of J.W. Cole Advisors's portfolio in Q2 2026, its #168 holding.
  • J.W. Cole Advisors first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's Blackstone position peaked at $12.7M in Q3 2025.
  • 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.