RA
BX icon

Rise Advisors’s Blackstone BX Stock Holding History

Rise 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 		$224K Sell
1,902
-35
-2% -$4.21K 0.06% 95
2026
Q1 		$221K Sell
1,937
-392
-17% -$51K 0.08% 91
2025
Q4 		$359K Sell
2,329
-206
-8% -$31.3K 0.13% 61
2025
Q3 		$433K Sell
2,535
-220
-8% -$37.7K 0.16% 58
2025
Q2 		$412K Sell
2,755
-96
-3% -$13.2K 0.16% 55
2025
Q1 		$399K Buy
2,851
+37
+1% +$6.01K 0.18% 52
2024
Q4 		$485K Sell
2,814
-224
-7% -$39K 0.23% 42
2024
Q3 		$465K Buy
3,038
+139
+5% +$19.3K 0.22% 46
2024
Q2 		$359K Buy
2,899
+268
+10% +$33K 0.19% 55
2024
Q1 		$346K Buy
2,631
+265
+11% +$33.1K 0.18% 56
2023
Q4 		$310K Buy
2,366
+206
+10% +$22.3K 0.22% 46
2023
Q3 		$231K Buy
2,160
+429
+25% +$44.7K 0.18% 51
2023
Q2 		$161K Buy
1,731
+261
+18% +$22.5K 0.12% 75
2023
Q1 		$129K Buy
1,470
+562
+62% +$49.6K 0.1% 88
2022
Q4 		$67.4K Buy
908
+81
+10% +$7K 0.05% 131
2022
Q3 		$69K Buy
827
+373
+82% +$36.1K 0.06% 122
2022
Q2 		$41K Buy
454
+367
+422% +$39.6K 0.04% 158
2022
Q1 		$11K Sell
87
-34
-28% -$4.15K 0.01% 311
2021
Q4 		$15.6K Buy
+121
New +$16.1K 0.01% 276

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rise Advisors's BX Position: Q2 2026 in Review

Rise Advisors reduced its Blackstone (BX) stake by 1.8% in Q2 2026, selling an estimated $4.21K and leaving 1,902 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #95.

Rise Advisors first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $485K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Rise Advisors held 1,902 shares of Blackstone worth $224K as of Q2 2026.
  • Rise Advisors sold 35 Blackstone shares in Q2 2026, an estimated $4.21K.
  • Blackstone made up 0.06% of Rise Advisors's portfolio in Q2 2026, its #95 holding.
  • Rise Advisors first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Blackstone position peaked at $485K in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.