Portus Wealth Advisors’s Blackstone BX Stock Holding History

Portus 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	–	Sell	-37	Closed	-$4.25K	–	115
2026 Q1	$4.25K	Buy	+37	New	+$4.81K	﹤0.01%	188

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

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

Portus Wealth Advisors sold out of Blackstone (BX) in Q2 2026, closing a stake of 37 shares — an estimated $4.25K sold.

Portus Wealth Advisors first reported a position in BX in Q1 2026 and held it in 1 quarter. The position peaked at $4.25K in Q1 2026. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Portus Wealth Advisors reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 37 Blackstone shares in Q2 2026, an estimated $4.25K.
Portus Wealth Advisors first reported a position in Blackstone in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Blackstone position peaked at $4.25K in Q1 2026.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.