Physician Wealth Advisors’s Blackstone BX Stock Holding History

Physician 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	$133K	Buy	1,127 +60	+6%	+$7.21K	0.02%	272
2026 Q1	$123K	Sell	1,067 -61	-5%	-$7.94K	0.02%	251
2025 Q4	$174K	Buy	1,128 +30	+3%	+$4.56K	0.02%	214
2025 Q3	$188K	Buy	1,098 +183	+20%	+$31.4K	0.03%	204
2025 Q2	$137K	Buy	915 +32	+4%	+$4.4K	0.02%	233
2025 Q1	$123K	Buy	883 +1	+0.1%	+$162	0.02%	232
2024 Q4	$152K	Buy	+882	New	+$154K	0.03%	207

Other funds holding BX

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Physician Wealth Advisors increased its Blackstone (BX) stake by 5.6% in Q2 2026, buying an estimated $7.21K and bringing the position to 1,127 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #272.

Physician Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $188K in Q3 2025. 387 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Physician Wealth Advisors held 1,127 shares of Blackstone worth $133K as of Q2 2026.
Physician Wealth Advisors bought 60 Blackstone shares in Q2 2026, an estimated $7.21K.
Blackstone made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #272 holding.
Physician Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Blackstone position peaked at $188K in Q3 2025.
387 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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