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Medallion Wealth Advisors’s Blackstone BX Stock Holding History

Medallion Wealth 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 		$50.6K Sell
430
-2,822
-87% -$339K 0.02% 469
2026
Q1 		$374K Buy
3,252
+13
+0.4% +$1.69K 0.12% 162
2025
Q4 		$499K Sell
3,239
-29
-0.9% -$4.41K 0.17% 124
2025
Q3 		$558K Buy
3,268
+9
+0.3% +$1.54K 0.2% 114
2025
Q2 		$489K Buy
3,259
+21
+0.6% +$2.88K 0.19% 122
2025
Q1 		$454K Buy
3,238
+358
+12% +$58.1K 0.21% 113
2024
Q4 		$410K Buy
+2,880
New +$502K 0.2% 109

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 $3.37T AUM 44.26% 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

Medallion Wealth Advisors's BX Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Blackstone (BX) stake by 87% in Q2 2026, selling an estimated $339K and leaving 430 shares worth $50.6K. The position accounts for 0.02% of the portfolio, ranked #469.

Medallion Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q3 2025. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Medallion Wealth Advisors held 430 shares of Blackstone worth $50.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 2,822 Blackstone shares in Q2 2026, an estimated $339K.
  • Blackstone made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #469 holding.
  • Medallion Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Blackstone position peaked at $558K in Q3 2025.
  • 2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.