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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 		$502K Sell
3,353
-40
-1% -$4.81K 0.07% 117
2026
Q1 		$390K Sell
3,393
-383
-10% -$49.8K 0.04% 158
2025
Q4 		$582K Buy
+3,776
New +$574K 0.06% 117

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Legacy Edge Advisors reduced its Blackstone (BX) stake by 1.2% in Q2 2026, selling an estimated $4.81K and leaving 3,353 shares worth $502K. The position accounts for 0.07% of the portfolio, ranked #117.

Legacy Edge Advisors first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $582K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Legacy Edge Advisors held 3,353 shares of Blackstone worth $502K as of Q2 2026.
  • Legacy Edge Advisors sold 40 Blackstone shares in Q2 2026, an estimated $4.81K.
  • Blackstone made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #117 holding.
  • Legacy Edge Advisors first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Blackstone position peaked at $582K in Q4 2025.
  • 1,417 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.