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Legacy Edge Advisors’s Blackstone BX Stock Holding History

Legacy Edge 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 		$394K Sell
3,348
-45
-1% -$5.41K 0.04% 161
2026
Q1 		$390K Sell
3,393
-383
-10% -$49.8K 0.04% 158
2025
Q4 		$582K Sell
3,776
-300
-7% -$45.6K 0.06% 117
2025
Q3 		$696K Buy
4,076
+723
+22% +$124K 0.08% 108
2025
Q2 		$502K Buy
3,353
+295
+10% +$40.5K 0.07% 117
2025
Q1 		$427K Buy
3,058
+100
+3% +$16.2K 0.07% 116
2024
Q4 		$509K Sell
2,958
-107
-3% -$18.6K 0.08% 106
2024
Q3 		$469K Sell
3,065
-81
-3% -$11.2K 0.08% 113
2024
Q2 		$389K Buy
3,146
+150
+5% +$18.5K 0.07% 117
2024
Q1 		$394K Hold
2,996
– – 0.08% 110
2023
Q4 		$392K Buy
+2,996
New +$324K 0.09% 108

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Edge Advisors's BX Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Blackstone (BX) stake by 1.3% in Q2 2026, selling an estimated $5.41K and leaving 3,348 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #161.

Legacy Edge Advisors first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $696K in Q3 2025. 2,163 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Legacy Edge Advisors held 3,348 shares of Blackstone worth $394K as of Q2 2026.
  • Legacy Edge Advisors sold 45 Blackstone shares in Q2 2026, an estimated $5.41K.
  • Blackstone made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #161 holding.
  • Legacy Edge Advisors first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Blackstone position peaked at $696K in Q3 2025.
  • 2,163 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.