Opal Wealth Advisors
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Opal Wealth Advisors’s Blackstone BX Stock Holding History

Opal 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
Q3 		$221K Sell
1,974
-124
-6% -$16.2K 0.05% 192
2026
Q2 		$247K Buy
2,098
+495
+31% +$59.5K 0.05% 188
2026
Q1 		$184K Buy
+1,603
New +$209K 0.04% 215
2025
Q4 		– Sell
-2,118
Closed -$362K – 209
2025
Q3 		$362K Sell
2,118
-52
-2% -$8.91K 0.1% 124
2025
Q2 		$325K Sell
2,170
-29
-1% -$3.98K 0.09% 124
2025
Q1 		$307K Buy
2,199
+29
+1% +$4.71K 0.09% 118
2024
Q4 		$374K Sell
2,170
-412
-16% -$71.8K 0.11% 111
2024
Q3 		$395K Sell
2,582
-199
-7% -$27.6K 0.12% 94
2024
Q2 		$344K Sell
2,781
-103
-4% -$12.7K 0.11% 113
2024
Q1 		$379K Sell
2,884
-103
-3% -$12.9K 0.13% 106
2023
Q4 		$391K Sell
2,987
-238
-7% -$25.7K 0.15% 102
2023
Q3 		$346K Buy
3,225
+72
+2% +$7.5K 0.2% 85
2023
Q2 		$293K Buy
+3,153
New +$272K 0.15% 97
2022
Q2 		– Sell
-1,851
Closed -$235K – 114
2022
Q1 		$235K Buy
1,851
+56
+3% +$6.83K 0.2% 84
2021
Q4 		$232K Buy
+1,795
New +$239K 0.15% 105

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Opal Wealth Advisors's BX Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Blackstone (BX) stake by 5.9% in Q3 2026, selling an estimated $16.2K and leaving 1,974 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #192.

Opal Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 15 quarters since. The position peaked at $395K in Q3 2024. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Opal Wealth Advisors held 1,974 shares of Blackstone worth $221K as of Q3 2026.
  • Opal Wealth Advisors sold 124 Blackstone shares in Q3 2026, an estimated $16.2K.
  • Blackstone made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #192 holding.
  • Opal Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 15 quarters since.
  • Opal Wealth Advisors's Blackstone position peaked at $395K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.