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Proactive Wealth Strategies’s Blackstone BX Stock Holding History

Proactive Wealth Strategies’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 		$6.63M Buy
56,331
+3,236
+6% +$389K 1.06% 30
2026
Q1 		$6.1M Buy
53,095
+29,345
+124% +$3.82M 1.15% 28
2025
Q4 		$3.66M Buy
23,750
+2,394
+11% +$364K 1.45% 18
2025
Q3 		$3.65M Buy
21,356
+501
+2% +$85.8K 1.57% 17
2025
Q2 		$3.12M Buy
20,855
+1,444
+7% +$198K 1.47% 18
2025
Q1 		$2.71M Buy
19,411
+509
+3% +$82.6K 1.45% 19
2024
Q4 		$3.26M Buy
18,902
+155
+0.8% +$27K 1.7% 16
2024
Q3 		$2.87M Buy
+18,747
New +$2.6M 1.59% 16

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

Proactive Wealth Strategies's BX Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Blackstone (BX) stake by 6.1% in Q2 2026, buying an estimated $389K and bringing the position to 56,331 shares worth $6.63M. The position accounts for 1.06% of the portfolio, ranked #30.

Proactive Wealth Strategies first reported a position in BX in Q3 2024 and has held it in 8 quarters since. 1,417 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Proactive Wealth Strategies held 56,331 shares of Blackstone worth $6.63M as of Q2 2026.
  • Proactive Wealth Strategies bought 3,236 Blackstone shares in Q2 2026, an estimated $389K.
  • Blackstone made up 1.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #30 holding.
  • Proactive Wealth Strategies first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.