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New Wave Wealth Advisors’s Blackstone BX Stock Holding History

New Wave 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 		$858K Buy
7,291
+2,411
+49% +$290K 0.23% 92
2026
Q1 		$561K Buy
4,880
+2,520
+107% +$328K 0.19% 88
2025
Q4 		$364K Sell
2,360
-637
-21% -$96.8K 0.13% 111
2025
Q3 		$512K Buy
2,997
+1,238
+70% +$212K 0.2% 82
2025
Q2 		$263K Buy
+1,759
New +$242K 0.11% 105
2025
Q1 		– Sell
-1,199
Closed -$207K – 205
2024
Q4 		$207K Sell
1,199
-457
-28% -$79.6K 0.08% 133
2024
Q3 		$254K Sell
1,656
-155
-9% -$21.5K 0.12% 123
2024
Q2 		$224K Buy
+1,811
New +$223K 0.12% 125

Other funds holding BX

Mirae Asset Global Investments
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

New Wave Wealth Advisors's BX Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Blackstone (BX) stake by 49% in Q2 2026, buying an estimated $290K and bringing the position to 7,291 shares worth $858K. The position accounts for 0.23% of the portfolio, ranked #92.

New Wave Wealth Advisors first reported a position in BX in Q2 2024 and has held it in 8 quarters since. 780 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • New Wave Wealth Advisors held 7,291 shares of Blackstone worth $858K as of Q2 2026.
  • New Wave Wealth Advisors bought 2,411 Blackstone shares in Q2 2026, an estimated $290K.
  • Blackstone made up 0.23% of New Wave Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • New Wave Wealth Advisors first reported a position in Blackstone in Q2 2024 and has held it in 8 quarters since.
  • 780 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.