Operose Advisors’s Blackstone BX Stock Holding History

Operose 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	$312K	Sell	2,650 -720	-21%	-$86.5K	0.06%	129
2026 Q1	$388K	Buy	3,370 +900	+36%	+$117K	0.09%	98
2025 Q4	$381K	Hold	2,470	–	–	0.09%	100
2025 Q3	$422K	Hold	2,470	–	–	0.11%	90
2025 Q2	$369K	Hold	2,470	–	–	0.1%	87
2025 Q1	$345K	Sell	2,470 -2,445	-50%	-$397K	0.11%	91
2024 Q4	$847K	Buy	4,915 +702	+17%	+$122K	0.29%	49
2024 Q3	$645K	Buy	4,213 +15	+0.4%	+$2.08K	0.21%	70
2024 Q2	$520K	Buy	4,198 +16	+0.4%	+$1.97K	0.18%	77
2024 Q1	$549K	Buy	4,182 +18	+0.4%	+$2.25K	0.19%	76
2023 Q4	$545K	Buy	4,164 +19	+0.5%	+$2.06K	0.22%	52
2023 Q3	$444K	Buy	4,145 +49	+1%	+$5.1K	0.18%	58
2023 Q2	$381K	Buy	4,096 +23	+0.6%	+$1.99K	0.17%	54
2023 Q1	$358K	Buy	4,073 +3,198	+365%	+$282K	0.18%	41
2022 Q4	$64.9K	Hold	875	–	–	0.03%	139
2022 Q3	$73K	Hold	875	–	–	0.05%	128
2022 Q2	$80K	Hold	875	–	–	0.06%	114
2022 Q1	$111K	Hold	875	–	–	0.08%	97
2021 Q4	$113K	Buy	+875	New	+$117K	0.09%	92

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Operose Advisors's BX Position: Q2 2026 in Review

Operose Advisors reduced its Blackstone (BX) stake by 21% in Q2 2026, selling an estimated $86.5K and leaving 2,650 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #129.

Operose Advisors first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $847K in Q4 2024. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Operose Advisors held 2,650 shares of Blackstone worth $312K as of Q2 2026.
Operose Advisors sold 720 Blackstone shares in Q2 2026, an estimated $86.5K.
Blackstone made up 0.06% of Operose Advisors's portfolio in Q2 2026, its #129 holding.
Operose Advisors first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's Blackstone position peaked at $847K in Q4 2024.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.