Level Four Advisory Services’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.2M Buy
18,689
+459
+3% +$55.2K 0.06% 290
2026
Q1
$2.1M Sell
18,230
-3,893
-18% -$506K 0.07% 284
2025
Q4
$3.41M Buy
22,123
+9,981
+82% +$1.52M 0.11% 212
2025
Q3
$2.07M Buy
12,142
+2,970
+32% +$509K 0.07% 270
2025
Q2
$1.37M Sell
9,172
-99
-1% -$13.6K 0.05% 322
2025
Q1
$1.3M Buy
9,271
+82
+0.9% +$13.3K 0.05% 304
2024
Q4
$1.58M Sell
9,189
-4
-0% -$697 0.06% 269
2024
Q3
$1.54M Buy
9,193
+638
+7% +$88.5K 0.06% 272
2024
Q2
$1.06M Sell
8,555
-1,529
-15% -$188K 0.05% 317
2024
Q1
$1.32M Hold
10,084
0.07% 256
2023
Q4
$1.32M Sell
10,084
-6,340
-39% -$686K 0.07% 256
2023
Q3
$1.76M Sell
16,424
-480
-3% -$50K 0.11% 203
2023
Q2
$1.57M Buy
16,904
+8,004
+90% +$691K 0.09% 226
2023
Q1
$782K Buy
8,900
+2,405
+37% +$212K 0.05% 332
2022
Q4
$482K Buy
+6,495
New +$561K 0.04% 404
2022
Q3
Sell
-2,284
Closed -$208K 551
2022
Q2
$208K Buy
2,284
+401
+21% +$43.3K 0.02% 514
2022
Q1
$239K Buy
1,883
+14
+0.7% +$1.71K 0.02% 559
2021
Q4
$242K Buy
+1,869
New +$249K 0.02% 561
2021
Q3
Sell
-8,869
Closed -$862K 488
2021
Q2
$862K Sell
8,869
-157
-2% -$13.9K 0.06% 291
2021
Q1
$673K Sell
9,026
-1,244
-12% -$85.9K 0.05% 326
2020
Q4
$666K Buy
10,270
+88
+0.9% +$5.12K 0.05% 310
2020
Q3
$532K Sell
10,182
-273
-3% -$14.6K 0.04% 337
2020
Q2
$591K Buy
10,455
+4,339
+71% +$228K 0.05% 340
2020
Q1
$280K Sell
6,116
-15,048
-71% -$832K 0.03% 400
2019
Q4
$1.19M Buy
21,164
+5,248
+33% +$272K 0.05% 257
2019
Q3
$777K Buy
15,916
+115
+0.7% +$5.61K 0.08% 243
2019
Q2
$702K Sell
15,801
-630
-4% -$25.1K 0.07% 260
2019
Q1
$574K Sell
16,431
-1,394
-8% -$46.5K 0.06% 286
2018
Q4
$531K Buy
17,825
+673
+4% +$22.2K 0.07% 281
2018
Q3
$653K Sell
17,152
-735
-4% -$26.6K 0.07% 285
2018
Q2
$575K Buy
17,887
+1,971
+12% +$62.7K 0.04% 352
2018
Q1
$509K Sell
15,916
-27,459
-63% -$936K 0.04% 358
2017
Q4
$1.39M Buy
43,375
+1,761
+4% +$57.3K 0.11% 175
2017
Q3
$1.39M Buy
41,614
+2,097
+5% +$69K 0.12% 162
2017
Q2
$1.17M Sell
39,517
-184
-0.5% -$5.77K 0.18% 127
2017
Q1
$1.17M Buy
39,701
+24,284
+158% +$730K 0.12% 178
2016
Q4
$417K Buy
+15,417
New +$400K 0.05% 312

Other funds holding BX

Level Four Advisory Services's BX Position: Q2 2026 in Review

Level Four Advisory Services increased its Blackstone (BX) stake by 2.5% in Q2 2026, buying an estimated $55.2K and bringing the position to 18,689 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #290.

Level Four Advisory Services first reported a position in BX in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.41M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Level Four Advisory Services held 18,689 shares of Blackstone worth $2.2M as of Q2 2026.
  • Level Four Advisory Services bought 459 Blackstone shares in Q2 2026, an estimated $55.2K.
  • Blackstone made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #290 holding.
  • Level Four Advisory Services first reported a position in Blackstone in Q4 2016 and has held it in 37 quarters since.
  • Level Four Advisory Services's Blackstone position peaked at $3.41M in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.