Kellett Wealth Advisors’s Blackstone BX Stock Holding History

Kellett 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	$235K	Buy	+2,000	New	+$240K	0.11%	89
2026 Q1	–	Sell	-1,647	Closed	-$254K	–	80
2025 Q4	$254K	Sell	1,647 -99	-6%	-$15K	0.15%	66
2025 Q3	$298K	Hold	1,746	–	–	0.18%	57
2025 Q2	$261K	Buy	1,746 +1	+0.1%	+$137	0.17%	58
2025 Q1	$244K	Buy	1,745 +1	+0.1%	+$162	0.17%	60
2024 Q4	$301K	Sell	1,744 -300	-15%	-$52.3K	0.21%	50
2024 Q3	$313K	Buy	2,044 +1	+0%	+$139	0.22%	53
2024 Q2	$253K	Sell	2,043 -199	-9%	-$24.5K	0.2%	56
2024 Q1	$295K	Sell	2,242 -302	-12%	-$37.7K	0.2%	66
2023 Q4	$333K	Sell	2,544 -297	-10%	-$32.1K	0.25%	51
2023 Q3	$304K	Buy	+2,841	New	+$296K	0.26%	41

Other funds holding BX

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) 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

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

Kellett Wealth Advisors opened a new position in Blackstone (BX) in Q2 2026: 2,000 shares worth $235K. The stake represents 0.11% of the portfolio and ranks #89 among its holdings. This is a return to the name: Kellett Wealth Advisors previously reported a position in BX as recently as Q4 2025.

Kellett Wealth Advisors first reported a position in BX in Q3 2023 and has held it in 11 quarters since. The position peaked at $333K in Q4 2023. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Kellett Wealth Advisors held 2,000 shares of Blackstone worth $235K as of Q2 2026.
Blackstone was a new Kellett Wealth Advisors position in Q2 2026.
Blackstone made up 0.11% of Kellett Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Kellett Wealth Advisors first reported a position in Blackstone in Q3 2023 and has held it in 11 quarters since.
Kellett Wealth Advisors's Blackstone position peaked at $333K in Q4 2023.
708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.