Proactive Wealth Strategies
BX icon

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
Q3 		$6.62M Buy
59,075
+2,744
+5% +$359K 1.02% 34
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Proactive Wealth Strategies's BX Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Blackstone (BX) stake by 4.9% in Q3 2026, buying an estimated $359K and bringing the position to 59,075 shares worth $6.62M. The position accounts for 1.02% of the portfolio, ranked #34.

Proactive Wealth Strategies first reported a position in BX in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.63M in Q2 2026. 1,649 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Proactive Wealth Strategies held 59,075 shares of Blackstone worth $6.62M as of Q3 2026.
  • Proactive Wealth Strategies bought 2,744 Blackstone shares in Q3 2026, an estimated $359K.
  • Blackstone made up 1.02% of Proactive Wealth Strategies's portfolio in Q3 2026, its #34 holding.
  • Proactive Wealth Strategies first reported a position in Blackstone in Q3 2024 and has held it in 9 quarters since.
  • Proactive Wealth Strategies's Blackstone position peaked at $6.63M in Q2 2026.
  • 1,649 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.