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SageView Advisory Group’s Blackstone BX Stock Holding History

SageView Advisory Group’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 		$463K Sell
3,938
-35
-0.9% -$4.21K 0.02% 377
2026
Q1 		$457K Sell
3,973
-144
-3% -$18.7K 0.02% 367
2025
Q4 		$635K Sell
4,117
-3,790
-48% -$576K 0.02% 321
2025
Q3 		$1.35M Buy
7,907
+815
+11% +$140K 0.05% 228
2025
Q2 		$1.25M Buy
7,092
+3,190
+82% +$438K 0.05% 210
2025
Q1 		$545K Sell
3,902
-348
-8% -$56.5K 0.02% 332
2024
Q4 		$733K Buy
4,250
+178
+4% +$31K 0.03% 268
2024
Q3 		$623K Sell
4,072
-692
-15% -$96K 0.03% 262
2024
Q2 		$590K Buy
4,764
+290
+6% +$35.7K 0.03% 309
2024
Q1 		$588K Sell
4,474
-1,482
-25% -$185K 0.03% 292
2023
Q4 		$758K Sell
5,956
-9,992
-63% -$1.08M 0.03% 312
2023
Q3 		$1.71M Buy
15,948
+46
+0.3% +$4.79K 0.1% 125
2023
Q2 		$1.48M Buy
15,902
+4,152
+35% +$359K 0.08% 160
2023
Q1 		$1.03M Buy
11,750
+3,079
+36% +$272K 0.07% 201
2022
Q4 		$643K Buy
+8,671
New +$749K 0.05% 209

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

SageView Advisory Group's BX Position: Q2 2026 in Review

SageView Advisory Group reduced its Blackstone (BX) stake by 0.88% in Q2 2026, selling an estimated $4.21K and leaving 3,938 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #377.

SageView Advisory Group first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q3 2023. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • SageView Advisory Group held 3,938 shares of Blackstone worth $463K as of Q2 2026.
  • SageView Advisory Group sold 35 Blackstone shares in Q2 2026, an estimated $4.21K.
  • Blackstone made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #377 holding.
  • SageView Advisory Group first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Blackstone position peaked at $1.71M in Q3 2023.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.