KPP Advisory Services’s Blackstone BX Stock Holding History

KPP Advisory Services’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	$1.07M	Sell	9,103 -363	-4%	-$43.6K	0.14%	135
2026 Q1	$1.09M	Sell	9,466 -3,129	-25%	-$407K	0.16%	129
2025 Q4	$1.94M	Sell	12,595 -636	-5%	-$96.6K	0.28%	80
2025 Q3	$2.26M	Buy	13,231 +163	+1%	+$27.9K	0.33%	67
2025 Q2	$1.95M	Buy	13,068 +596	+5%	+$81.9K	0.32%	71
2025 Q1	$1.74M	Buy	12,472 +8,565	+219%	+$1.39M	0.33%	75
2024 Q4	$674K	Buy	3,907 +79	+2%	+$13.8K	0.16%	119
2024 Q3	$586K	Sell	3,828 -150	-4%	-$20.8K	0.14%	128
2024 Q2	$492K	Sell	3,978 -2,905	-42%	-$357K	0.13%	134
2024 Q1	$904K	Buy	6,883 +258	+4%	+$32.2K	0.25%	82
2023 Q4	$867K	Sell	6,625 -835	-11%	-$90.3K	0.76%	31
2023 Q3	$799K	Buy	+7,460	New	+$777K	0.26%	74

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KPP Advisory Services's BX Position: Q2 2026 in Review

KPP Advisory Services reduced its Blackstone (BX) stake by 3.8% in Q2 2026, selling an estimated $43.6K and leaving 9,103 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #135.

KPP Advisory Services first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.26M in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

KPP Advisory Services held 9,103 shares of Blackstone worth $1.07M as of Q2 2026.
KPP Advisory Services sold 363 Blackstone shares in Q2 2026, an estimated $43.6K.
Blackstone made up 0.14% of KPP Advisory Services's portfolio in Q2 2026, its #135 holding.
KPP Advisory Services first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's Blackstone position peaked at $2.26M in Q3 2025.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.