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Mount Yale Investment Advisors’s Blackstone BX Stock Holding History

Mount Yale Investment 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 		$2.81M Buy
23,859
+8,019
+51% +$964K 0.05% 337
2026
Q1 		$1.82M Buy
15,840
+6,433
+68% +$837K 0.04% 390
2025
Q4 		$1.45M Buy
9,407
+2,226
+31% +$338K 0.07% 243
2025
Q3 		$1.23M Buy
7,181
+1,580
+28% +$271K 0.09% 244
2025
Q2 		$838K Sell
5,601
-132
-2% -$18.1K 0.07% 239
2025
Q1 		$801K Buy
5,733
+667
+13% +$108K 0.07% 234
2024
Q4 		$873K Buy
5,066
+3,070
+154% +$535K 0.07% 229
2024
Q3 		$306K Buy
1,996
+7
+0.4% +$971 0.03% 429
2024
Q2 		$246K Sell
1,989
-105
-5% -$12.9K 0.02% 485
2024
Q1 		$275K Buy
2,094
+41
+2% +$5.12K 0.02% 472
2023
Q4 		$269K Buy
2,053
+64
+3% +$6.92K 0.03% 437
2023
Q3 		$213K Buy
+1,989
New +$207K 0.02% 464
2022
Q2 		– Sell
-1,669
Closed -$212K – 459
2022
Q1 		$212K Sell
1,669
-101
-6% -$12.3K 0.02% 440
2021
Q4 		$229K Hold
1,770
– – 0.02% 427
2021
Q3 		$206K Buy
+1,770
New +$205K 0.02% 441
2018
Q4 		– Sell
-1,266
Closed -$45K – 380
2018
Q3 		$45K Hold
1,266
– – 0.01% 618
2018
Q2 		$41K Hold
1,266
– – 0.01% 668
2018
Q1 		$40K Buy
+1,266
New +$43.2K 0.01% 659

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's BX Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Blackstone (BX) stake by 51% in Q2 2026, buying an estimated $964K and bringing the position to 23,859 shares worth $2.81M. The position accounts for 0.05% of the portfolio, ranked #337.

Mount Yale Investment Advisors first reported a position in BX in Q1 2018 and has held it in 18 quarters since. 2,163 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Mount Yale Investment Advisors held 23,859 shares of Blackstone worth $2.81M as of Q2 2026.
  • Mount Yale Investment Advisors bought 8,019 Blackstone shares in Q2 2026, an estimated $964K.
  • Blackstone made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #337 holding.
  • Mount Yale Investment Advisors first reported a position in Blackstone in Q1 2018 and has held it in 18 quarters since.
  • 2,163 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.