Powell Investment Advisors’s Blackstone BX Stock Holding History

Powell Investment 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	$800K	Hold	6,800	–	–	0.25%	57
2026 Q1	$782K	Buy	6,800 +178	+3%	+$23.2K	0.27%	56
2025 Q4	$1.02M	Hold	6,622	–	–	0.35%	39
2025 Q3	$1.13M	Buy	6,622 +78	+1%	+$13.4K	0.4%	34
2025 Q2	$979K	Hold	6,544	–	–	0.37%	36
2025 Q1	$915K	Hold	6,544	–	–	0.45%	31
2024 Q4	$1.13M	Hold	6,544	–	–	0.52%	27
2024 Q3	$1M	Hold	6,544	–	–	0.47%	37
2024 Q2	$810K	Buy	6,544 +1,024	+19%	+$126K	0.42%	38
2024 Q1	$725K	Hold	5,520	–	–	0.38%	43
2023 Q4	$723K	Hold	5,520	–	–	0.4%	43
2023 Q3	$591K	Sell	5,520 -1	-0%	-$104	0.36%	48
2023 Q2	$513K	Hold	5,521	–	–	0.3%	59
2023 Q1	$485K	Sell	5,521 -56	-1%	-$4.95K	0.27%	61
2022 Q4	$414K	Buy	5,577 +56	+1%	+$4.84K	0.24%	69
2022 Q3	$462K	Sell	5,521 -400	-7%	-$38.7K	0.3%	57
2022 Q2	$540K	Buy	5,921 +400	+7%	+$43.2K	0.33%	48
2022 Q1	$701K	Hold	5,521	–	–	0.41%	36
2021 Q4	$714K	Hold	5,521	–	–	0.41%	35
2021 Q3	$642K	Hold	5,521	–	–	0.4%	36
2021 Q2	$536K	Hold	5,521	–	–	0.33%	41
2021 Q1	$411K	Hold	5,521	–	–	0.27%	51
2020 Q4	$358K	Buy	5,521 +110	+2%	+$6.41K	0.27%	51
2020 Q3	$282K	Hold	5,411	–	–	0.24%	63
2020 Q2	$307K	Hold	5,411	–	–	0.3%	60
2020 Q1	$247K	Buy	5,411 +500	+10%	+$27.7K	0.3%	66
2019 Q4	$275K	Buy	+4,911	New	+$255K	0.29%	75

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 $3.38T AUM 44.17% 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

Powell Investment Advisors's BX Position: Q2 2026 in Review

Powell Investment Advisors held its Blackstone (BX) position steady in Q2 2026 at 6,800 shares worth $800K. The position accounts for 0.25% of the portfolio, ranked #57.

Powell Investment Advisors first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.13M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Powell Investment Advisors held 6,800 shares of Blackstone worth $800K as of Q2 2026.
Powell Investment Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.25% of Powell Investment Advisors's portfolio in Q2 2026, its #57 holding.
Powell Investment Advisors first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's Blackstone position peaked at $1.13M in Q3 2025.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.