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Plante Moran Financial Advisors’s Blackstone BX Stock Holding History

Plante Moran Financial 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 		$97.2K Buy
826
+61
+8% +$7.33K ﹤0.01% 250
2026
Q1 		$88K Sell
765
-3
-0.4% -$390 0.01% 243
2025
Q4 		$118K Sell
768
-14
-2% -$2.13K 0.01% 213
2025
Q3 		$134K Buy
782
+17
+2% +$2.91K 0.01% 207
2025
Q2 		$114K Hold
765
– – 0.01% 224
2025
Q1 		$107K Sell
765
-63
-8% -$10.2K 0.01% 233
2024
Q4 		$143K Buy
828
+324
+64% +$56.5K 0.01% 212
2024
Q3 		$77.2K Buy
504
+4
+0.8% +$555 0.01% 318
2024
Q2 		$61.9K Hold
500
– – 0.01% 310
2024
Q1 		$65.7K Sell
500
-1,851
-79% -$231K 0.01% 300
2023
Q4 		$308K Buy
2,351
+1,851
+370% +$200K 0.03% 123
2023
Q3 		$53.6K Hold
500
– – 0.01% 285
2023
Q2 		$46.5K Hold
500
– – 0.01% 313
2023
Q1 		$43.9K Sell
500
-7
-1% -$618 0.01% 306
2022
Q4 		$37.6K Sell
507
-3,571
-88% -$308K 0.01% 349
2022
Q3 		$341K Buy
4,078
+457
+13% +$44.3K 0.06% 100
2022
Q2 		$330K Buy
3,621
+53
+1% +$5.72K 0.06% 108
2022
Q1 		$453K Sell
3,568
-23
-0.6% -$2.81K 0.08% 91
2021
Q4 		$465K Sell
3,591
-371
-9% -$49.5K 0.08% 91
2021
Q3 		$461K Buy
3,962
+344
+10% +$39.9K 0.1% 96
2021
Q2 		$351K Buy
3,618
+2
+0.1% +$178 0.09% 115
2021
Q1 		$270K Sell
3,616
-3,975
-52% -$274K 0.07% 138
2020
Q4 		$492K Buy
7,591
+7,041
+1,280% +$410K 0.15% 80
2020
Q3 		$29K Hold
550
– – 0.01% 416
2020
Q2 		$31K Buy
+550
New +$28.9K 0.01% 358
2019
Q4 		– Sell
-549
Closed -$27K – 762
2019
Q3 		$27K Buy
+549
New +$26.8K 0.01% 436
2019
Q2 		– Sell
-337
Closed -$12K – 779
2019
Q1 		$12K Buy
337
+30
+10% +$1K ﹤0.01% 530
2018
Q4 		$9K Hold
307
– – ﹤0.01% 511
2018
Q3 		$12K Buy
307
+112
+57% +$4.05K ﹤0.01% 478
2018
Q2 		$6K Hold
195
– – ﹤0.01% 601
2018
Q1 		$6K Hold
195
– – ﹤0.01% 686
2017
Q4 		$6K Hold
195
– – ﹤0.01% 672
2017
Q3 		$7K Buy
195
+115
+144% +$3.79K ﹤0.01% 595
2017
Q2 		$3K Hold
80
– – ﹤0.01% 711
2017
Q1 		$2K Buy
80
+50
+167% +$1.5K ﹤0.01% 785
2016
Q4 		$1K Sell
30
-245
-89% -$6.36K ﹤0.01% 902
2016
Q3 		$7K Buy
275
+245
+817% +$6.46K ﹤0.01% 638
2016
Q2 		$1K Sell
30
-130
-81% -$3.46K ﹤0.01% 850
2016
Q1 		$4K Sell
160
-90
-36% -$2.38K ﹤0.01% 608
2015
Q4 		$7K Sell
250
-1,210
-83% -$38.6K 0.01% 635
2015
Q3 		$45K Sell
1,460
-1,439
-50% -$52K 0.04% 272
2015
Q2 		$116K Buy
2,899
+1,019
+54% +$41.9K 0.08% 174
2015
Q1 		$72K Buy
+1,880
New +$68K 0.05% 230

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Plante Moran Financial Advisors's BX Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Blackstone (BX) stake by 8% in Q2 2026, buying an estimated $7.33K and bringing the position to 826 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Plante Moran Financial Advisors first reported a position in BX in Q1 2015 and has held it in 43 quarters since. The position peaked at $492K in Q4 2020. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Plante Moran Financial Advisors held 826 shares of Blackstone worth $97.2K as of Q2 2026.
  • Plante Moran Financial Advisors bought 61 Blackstone shares in Q2 2026, an estimated $7.33K.
  • Blackstone made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #250 holding.
  • Plante Moran Financial Advisors first reported a position in Blackstone in Q1 2015 and has held it in 43 quarters since.
  • Plante Moran Financial Advisors's Blackstone position peaked at $492K in Q4 2020.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.