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Octavia Wealth Advisors’s Blackstone BX Stock Holding History

Octavia 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 		$501K Sell
4,259
-466
-10% -$56K 0.04% 119
2026
Q1 		$543K Sell
4,725
-112
-2% -$14.6K 0.05% 123
2025
Q4 		$742K Buy
4,837
+23
+0.5% +$3.5K 0.07% 103
2025
Q3 		$822K Sell
4,814
-151
-3% -$25.9K 0.08% 93
2025
Q2 		$743K Buy
4,965
+124
+3% +$17K 0.08% 91
2025
Q1 		$677K Sell
4,841
-72
-1% -$11.7K 0.08% 95
2024
Q4 		$847K Sell
4,913
-952
-16% -$166K 0.1% 81
2024
Q3 		$898K Buy
5,865
+1
+0% +$139 0.11% 78
2024
Q2 		$726K Buy
5,864
+464
+9% +$57.1K 0.1% 91
2024
Q1 		$709K Buy
5,400
+2
+0% +$250 0.1% 95
2023
Q4 		$707K Buy
5,398
+102
+2% +$11K 0.12% 90
2023
Q3 		$567K Buy
5,296
+2
+0% +$208 0.11% 95
2023
Q2 		$492K Sell
5,294
-177
-3% -$15.3K 0.1% 101
2023
Q1 		$481K Buy
5,471
+77
+1% +$6.8K 0.11% 93
2022
Q4 		$400K Buy
5,394
+169
+3% +$14.6K 0.1% 106
2022
Q3 		$437K Buy
5,225
+2
+0% +$194 0.12% 94
2022
Q2 		$477K Sell
5,223
-111
-2% -$12K 0.12% 96
2022
Q1 		$677K Sell
5,334
-129
-2% -$15.7K 0.15% 81
2021
Q4 		$707K Buy
5,463
+39
+0.7% +$5.2K 0.15% 79
2021
Q3 		$631K Sell
5,424
-7
-0.1% -$812 0.16% 80
2021
Q2 		$528K Buy
5,431
+42
+0.8% +$3.73K 0.14% 93
2021
Q1 		$402K Buy
5,389
+55
+1% +$3.8K 0.12% 109
2020
Q4 		$346K Buy
+5,334
New +$311K 0.11% 117

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 $3.37T AUM 44.26% 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

Octavia Wealth Advisors's BX Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Blackstone (BX) stake by 9.9% in Q2 2026, selling an estimated $56K and leaving 4,259 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #119.

Octavia Wealth Advisors first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $898K in Q3 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Octavia Wealth Advisors held 4,259 shares of Blackstone worth $501K as of Q2 2026.
  • Octavia Wealth Advisors sold 466 Blackstone shares in Q2 2026, an estimated $56K.
  • Blackstone made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Octavia Wealth Advisors first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Blackstone position peaked at $898K in Q3 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.