Principia Wealth Advisory’s Blackstone BX Stock Holding History

Principia Wealth Advisory’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	$5.06K	Buy	43 +6	+16%	+$721	﹤0.01%	367
2026 Q1	$4.25K	Sell	37 -5	-12%	-$651	﹤0.01%	331
2025 Q4	$6.47K	Buy	42 +15	+56%	+$2.28K	﹤0.01%	239
2025 Q3	$4.61K	Buy	27 +4	+17%	+$685	﹤0.01%	280
2025 Q2	$3.44K	Sell	23 -5	-18%	-$687	﹤0.01%	289
2025 Q1	$3.85K	Buy	28 +8	+40%	+$1.3K	﹤0.01%	212
2024 Q4	$3.45K	Buy	+20	New	+$3.48K	﹤0.01%	180

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

Principia Wealth Advisory's BX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $721 and bringing the position to 43 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Principia Wealth Advisory first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.47K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Principia Wealth Advisory held 43 shares of Blackstone worth $5.06K as of Q2 2026.
Principia Wealth Advisory bought 6 Blackstone shares in Q2 2026, an estimated $721.
Blackstone made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #367 holding.
Principia Wealth Advisory first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Blackstone position peaked at $6.47K in Q4 2025.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.