N.E.W. Advisory Services’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2K Sell
17
-114
-87% -$13.7K ﹤0.01% 851
2026
Q1
$15.1K Buy
131
+65
+98% +$8.46K ﹤0.01% 552
2025
Q4
$10.1K Buy
66
+1
+2% +$152 ﹤0.01% 615
2025
Q3
$11.1K Hold
65
﹤0.01% 561
2025
Q2
$9.72K Sell
65
-18
-22% -$2.47K ﹤0.01% 572
2025
Q1
$11.6K Buy
+83
New +$13.5K ﹤0.01% 584

Other funds holding BX

N.E.W. Advisory Services's BX Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Blackstone (BX) stake by 87% in Q2 2026, selling an estimated $13.7K and leaving 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

N.E.W. Advisory Services first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.1K in Q1 2026. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • N.E.W. Advisory Services held 17 shares of Blackstone worth $2K as of Q2 2026.
  • N.E.W. Advisory Services sold 114 Blackstone shares in Q2 2026, an estimated $13.7K.
  • Blackstone made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #851 holding.
  • N.E.W. Advisory Services first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Blackstone position peaked at $15.1K in Q1 2026.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.