Moss Adams Wealth Advisors’s Blackstone BX Stock Holding History

Moss Adams 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	$550K	Buy	4,670 +672	+17%	+$80.7K	0.03%	138
2026 Q1	$460K	Sell	3,998 -36	-0.9%	-$4.68K	0.03%	142
2025 Q4	$622K	Buy	4,034 +152	+4%	+$23.1K	0.05%	114
2025 Q3	$663K	Buy	3,882 +99	+3%	+$17K	0.05%	110
2025 Q2	$566K	Buy	3,783 +1,142	+43%	+$157K	0.05%	120
2025 Q1	$369K	Buy	2,641 +216	+9%	+$35.1K	0.04%	145
2024 Q4	$418K	Buy	2,425 +146	+6%	+$25.4K	0.04%	117
2024 Q3	$349K	Buy	2,279 +118	+5%	+$16.4K	0.04%	128
2024 Q2	$268K	Buy	2,161 +388	+22%	+$47.7K	0.04%	133
2024 Q1	$233K	Buy	+1,773	New	+$221K	0.04%	131

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Moss Adams Wealth Advisors's BX Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Blackstone (BX) stake by 17% in Q2 2026, buying an estimated $80.7K and bringing the position to 4,670 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #138.

Moss Adams Wealth Advisors first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $663K in Q3 2025. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Moss Adams Wealth Advisors held 4,670 shares of Blackstone worth $550K as of Q2 2026.
Moss Adams Wealth Advisors bought 672 Blackstone shares in Q2 2026, an estimated $80.7K.
Blackstone made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Moss Adams Wealth Advisors first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
Moss Adams Wealth Advisors's Blackstone position peaked at $663K in Q3 2025.
708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.