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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
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

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

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

Opal Wealth Advisors increased its Blackstone (BX) stake by 31% in Q2 2026, buying an estimated $59.5K and bringing the position to 2,098 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #188.

Opal Wealth Advisors first reported a position in BX in Q4 2021 and has held it in 14 quarters since. The position peaked at $395K in Q3 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Opal Wealth Advisors held 2,098 shares of Blackstone worth $247K as of Q2 2026.
  • Opal Wealth Advisors bought 495 Blackstone shares in Q2 2026, an estimated $59.5K.
  • Blackstone made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Opal Wealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 14 quarters since.
  • Opal Wealth Advisors's Blackstone position peaked at $395K in Q3 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.