Plotkin Financial Advisors’s Blackstone BX Stock Holding History

Plotkin 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	$445K	Hold	3,779	–	–	0.18%	71
2026 Q1	$435K	Hold	3,779	–	–	0.22%	63
2025 Q4	$582K	Hold	3,779	–	–	0.28%	53
2025 Q3	$646K	Hold	3,779	–	–	0.32%	48
2025 Q2	$565K	Hold	3,779	–	–	0.31%	47
2025 Q1	$528K	Buy	3,779 +20	+0.5%	+$3.25K	0.32%	47
2024 Q4	$648K	Hold	3,759	–	–	0.38%	40
2024 Q3	$576K	Hold	3,759	–	–	0.34%	41
2024 Q2	$465K	Hold	3,759	–	–	0.3%	52
2024 Q1	$494K	Hold	3,759	–	–	0.33%	47
2023 Q4	$492K	Sell	3,759 -1,100	-23%	-$119K	0.37%	45
2023 Q3	$521K	Hold	4,859	–	–	0.46%	36
2023 Q2	$452K	Hold	4,859	–	–	0.38%	45
2023 Q1	$427K	Buy	4,859 +6	+0.1%	+$530	0.4%	42
2022 Q4	$360K	Hold	4,853	–	–	0.37%	46
2022 Q3	$406K	Hold	4,853	–	–	0.41%	43
2022 Q2	$443K	Hold	4,853	–	–	0.42%	38
2022 Q1	$616K	Sell	4,853 -1,000	-17%	-$122K	0.43%	35
2021 Q4	$757K	Sell	5,853 -1,000	-15%	-$133K	0.48%	37
2021 Q3	$797K	Sell	6,853 -14	-0.2%	-$1.63K	0.47%	37
2021 Q2	$667K	Sell	6,867 -12	-0.2%	-$1.07K	0.37%	50
2021 Q1	$513K	Sell	6,879 -24,506	-78%	-$1.69M	0.31%	46
2020 Q4	$2.03M	Sell	31,385 -494	-2%	-$28.8K	1.34%	21
2020 Q3	$1.66M	Sell	31,879 -19,281	-38%	-$1.03M	1.83%	18
2020 Q2	$2.9M	Sell	51,160 -1,273	-2%	-$67K	2.46%	14
2020 Q1	$2.39M	Sell	52,433 -4,018	-7%	-$222K	2.9%	13
2019 Q4	$3.16M	Buy	+56,451	New	+$2.93M	2.94%	12

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

Plotkin Financial Advisors's BX Position: Q2 2026 in Review

Plotkin Financial Advisors held its Blackstone (BX) position steady in Q2 2026 at 3,779 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #71.

Plotkin Financial Advisors first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q4 2019. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Plotkin Financial Advisors held 3,779 shares of Blackstone worth $445K as of Q2 2026.
Plotkin Financial Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.18% of Plotkin Financial Advisors's portfolio in Q2 2026, its #71 holding.
Plotkin Financial Advisors first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
Plotkin Financial Advisors's Blackstone position peaked at $3.16M in Q4 2019.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.