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Meridian Wealth Advisors’s Blackstone BX Stock Holding History

Meridian 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 		$805K Buy
6,840
+1
+0% +$120 0.09% 114
2026
Q1 		$786K Sell
6,839
-441
-6% -$57.4K 0.1% 105
2025
Q4 		$1.12M Sell
7,280
-1,000
-12% -$152K 0.16% 83
2025
Q3 		$1.41M Buy
8,280
+740
+10% +$127K 0.2% 70
2025
Q2 		$1.13M Buy
7,540
+2,005
+36% +$275K 0.18% 75
2025
Q1 		$774K Buy
5,535
+300
+6% +$48.7K 0.13% 85
2024
Q4 		$903K Hold
5,235
– – 0.15% 82
2024
Q3 		$802K Hold
5,235
– – 0.13% 87
2024
Q2 		$648K Hold
5,235
– – 0.12% 96
2024
Q1 		$688K Hold
5,235
– – 0.13% 95
2023
Q4 		$685K Hold
5,235
– – 0.15% 93
2023
Q3 		$561K Sell
5,235
-20
-0.4% -$2.08K 0.14% 101
2023
Q2 		$489K Buy
5,255
+20
+0.4% +$1.73K 0.12% 111
2023
Q1 		$460K Hold
5,235
– – 0.12% 118
2022
Q4 		$388K Sell
5,235
-400
-7% -$34.5K 0.1% 128
2022
Q3 		$472K Buy
5,635
+400
+8% +$38.7K 0.13% 119
2022
Q2 		$478K Sell
5,235
-100
-2% -$10.8K 0.13% 123
2022
Q1 		$677K Buy
5,335
+958
+22% +$117K 0.16% 108
2021
Q4 		$566K Buy
4,377
+21
+0.5% +$2.8K 0.14% 120
2021
Q3 		$507K Hold
4,356
– – 0.14% 120
2021
Q2 		$423K Sell
4,356
-1,399
-24% -$124K 0.12% 131
2021
Q1 		$429K Sell
5,755
-680
-11% -$46.9K 0.14% 119
2020
Q4 		$417K Buy
6,435
+400
+7% +$23.3K 0.15% 114
2020
Q3 		$315K Sell
6,035
-2,000
-25% -$107K 0.14% 124
2020
Q2 		$455K Sell
8,035
-1,100
-12% -$57.9K 0.21% 96
2020
Q1 		$416K Sell
9,135
-600
-6% -$33.2K 0.23% 82
2019
Q4 		$545K Buy
9,735
+300
+3% +$15.6K 0.21% 87
2019
Q3 		$461K Buy
+9,435
New +$460K 0.2% 95
2019
Q1 		– Sell
-600
Closed -$18K – 164
2018
Q4 		$18K Buy
+600
New +$19.8K 0.01% 361

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

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

Meridian Wealth Advisors increased its Blackstone (BX) stake by 0.01% in Q2 2026, buying an estimated $120 and bringing the position to 6,840 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #114.

Meridian Wealth Advisors first reported a position in BX in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.41M in Q3 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Meridian Wealth Advisors held 6,840 shares of Blackstone worth $805K as of Q2 2026.
  • Meridian Wealth Advisors bought 1 Blackstone share in Q2 2026, an estimated $120.
  • Blackstone made up 0.09% of Meridian Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Meridian Wealth Advisors first reported a position in Blackstone in Q4 2018 and has held it in 29 quarters since.
  • Meridian Wealth Advisors's Blackstone position peaked at $1.41M in Q3 2025.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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