LVW Advisors
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LVW Advisors’s Blackstone BX Stock Holding History

LVW 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
Q3 		$510K Buy
4,553
+2
+0% +$262 0.04% 256
2026
Q2 		$536K Buy
4,551
+210
+5% +$25.2K 0.05% 224
2026
Q1 		$499K Buy
4,341
+45
+1% +$5.86K 0.05% 216
2025
Q4 		$662K Buy
4,296
+117
+3% +$17.8K 0.07% 148
2025
Q3 		$714K Buy
4,179
+394
+10% +$67.5K 0.07% 142
2025
Q2 		$566K Buy
3,785
+209
+6% +$28.7K 0.06% 176
2025
Q1 		$500K Buy
3,576
+311
+10% +$50.5K 0.06% 170
2024
Q4 		$563K Buy
3,265
+82
+3% +$14.3K 0.07% 174
2024
Q3 		$487K Buy
3,183
+395
+14% +$54.8K 0.06% 189
2024
Q2 		$345K Buy
2,788
+936
+51% +$115K 0.05% 212
2024
Q1 		$243K Buy
1,852
+170
+10% +$21.2K 0.04% 257
2023
Q4 		$220K Buy
+1,682
New +$182K 0.04% 239
2023
Q3 		– Sell
-2,501
Closed -$233K – 222
2023
Q2 		$233K Buy
2,501
+11
+0.4% +$950 0.04% 185
2023
Q1 		$219K Buy
+2,490
New +$220K 0.04% 214
2020
Q3 		– Sell
-5,956
Closed -$337K – 206
2020
Q2 		$337K Sell
5,956
-344
-5% -$18.1K 0.08% 132
2020
Q1 		$287K Buy
+6,300
New +$348K 0.08% 124
2019
Q4 		– Sell
-6,300
Closed -$308K – 184
2019
Q3 		$308K Buy
+6,300
New +$307K 0.08% 128

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

LVW Advisors's BX Position: Q3 2026 in Review

LVW Advisors increased its Blackstone (BX) stake by 0.04% in Q3 2026, buying an estimated $262 and bringing the position to 4,553 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #256.

LVW Advisors first reported a position in BX in Q3 2019 and has held it in 17 quarters since. The position peaked at $714K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • LVW Advisors held 4,553 shares of Blackstone worth $510K as of Q3 2026.
  • LVW Advisors bought 2 Blackstone shares in Q3 2026, an estimated $262.
  • Blackstone made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #256 holding.
  • LVW Advisors first reported a position in Blackstone in Q3 2019 and has held it in 17 quarters since.
  • LVW Advisors's Blackstone position peaked at $714K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.