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Outlook Wealth Advisors’s Blackstone BX Stock Holding History

Outlook 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 		$248K Hold
2,105
– – 0.05% 277
2026
Q1 		$242K Hold
2,105
– – 0.06% 284
2025
Q4 		$324K Sell
2,105
-50
-2% -$7.6K 0.07% 231
2025
Q3 		$368K Hold
2,155
– – 0.09% 199
2025
Q2 		$322K Sell
2,155
-5
-0.2% -$687 0.08% 218
2025
Q1 		$302K Sell
2,160
-125
-5% -$20.3K 0.08% 223
2024
Q4 		$394K Buy
2,285
+175
+8% +$30.5K 0.11% 179
2024
Q3 		$323K Hold
2,110
– – 0.09% 213
2024
Q2 		$261K Sell
2,110
-15
-0.7% -$1.85K 0.08% 233
2024
Q1 		$279K Buy
2,125
+20
+1% +$2.5K 0.09% 219
2023
Q4 		$276K Hold
2,105
– – 0.1% 180
2023
Q3 		$226K Buy
+2,105
New +$219K 0.09% 184
2022
Q2 		– Sell
-2,152
Closed -$273K – 191
2022
Q1 		$273K Buy
2,152
+29
+1% +$3.54K 0.09% 168
2021
Q4 		$275K Sell
2,123
-47
-2% -$6.27K 0.08% 174
2021
Q3 		$252K Buy
2,170
+65
+3% +$7.54K 0.08% 189
2021
Q2 		$204K Buy
+2,105
New +$187K 0.07% 203

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

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

Outlook Wealth Advisors held its Blackstone (BX) position steady in Q2 2026 at 2,105 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #277.

Outlook Wealth Advisors first reported a position in BX in Q2 2021 and has held it in 16 quarters since. The position peaked at $394K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Outlook Wealth Advisors held 2,105 shares of Blackstone worth $248K as of Q2 2026.
  • Outlook Wealth Advisors left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • Outlook Wealth Advisors first reported a position in Blackstone in Q2 2021 and has held it in 16 quarters since.
  • Outlook Wealth Advisors's Blackstone position peaked at $394K in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.