Oak Barrel Wealth Advisory’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Other funds holding BX
Oak Barrel Wealth Advisory's BX Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in Blackstone (BX) in Q2 2026: 2,458 shares worth $289K. The stake represents 0.13% of the portfolio and ranks #71 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in BX as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in BX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.37M in Q4 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Oak Barrel Wealth Advisory held 2,458 shares of Blackstone worth $289K as of Q2 2026.
- Blackstone was a new Oak Barrel Wealth Advisory position in Q2 2026.
- Blackstone made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #71 holding.
- Oak Barrel Wealth Advisory first reported a position in Blackstone in Q4 2025 and has held it in 2 quarters since.
- Oak Barrel Wealth Advisory's Blackstone position peaked at $2.37M in Q4 2025.
- 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.