San Luis Wealth Advisors’s Blackstone BX Stock Holding History

San Luis Wealth 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	$465K	Sell	3,948 -492	-11%	-$59.1K	0.07%	138
2026 Q1	$511K	Sell	4,440 -5,007	-53%	-$651K	0.08%	120
2025 Q4	$1.46M	Buy	9,447 +1,686	+22%	+$256K	0.24%	64
2025 Q3	$1.33M	Buy	7,761 +331	+4%	+$56.7K	0.24%	63
2025 Q2	$1.11M	Buy	7,430 +4,207	+131%	+$578K	0.24%	56
2025 Q1	$450K	Sell	3,223 -441	-12%	-$71.6K	0.1%	96
2024 Q4	$632K	Sell	3,664 -3,477	-49%	-$606K	0.12%	90
2024 Q3	$1.09M	Buy	7,141 +2,490	+54%	+$345K	0.23%	48
2024 Q2	$576K	Buy	4,651 +100	+2%	+$12.3K	0.14%	66
2024 Q1	$598K	Sell	4,551 -59	-1%	-$7.37K	0.31%	27
2023 Q4	$604K	Sell	4,610 -419	-8%	-$45.3K	0.26%	28
2023 Q3	$539K	Buy	5,029 +471	+10%	+$49K	0.26%	32
2023 Q2	$424K	Hold	4,558	–	–	0.15%	122
2023 Q1	$400K	Buy	4,558 +51	+1%	+$4.5K	0.15%	116
2022 Q4	$334K	Buy	4,507 +381	+9%	+$32.9K	0.31%	54
2022 Q3	$345K	Buy	4,126 +1,372	+50%	+$133K	0.36%	63
2022 Q2	$251K	Hold	2,754	–	–	0.29%	53
2022 Q1	$356K	Hold	2,754	–	–	0.17%	102
2021 Q4	$356K	Hold	2,754	–	–	0.36%	57
2021 Q3	$320K	Buy	+2,754	New	+$320K	0.18%	116

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 $3.37T AUM 44.26% 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

San Luis Wealth Advisors's BX Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $59.1K and leaving 3,948 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #138.

San Luis Wealth Advisors first reported a position in BX in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

San Luis Wealth Advisors held 3,948 shares of Blackstone worth $465K as of Q2 2026.
San Luis Wealth Advisors sold 492 Blackstone shares in Q2 2026, an estimated $59.1K.
Blackstone made up 0.07% of San Luis Wealth Advisors's portfolio in Q2 2026, its #138 holding.
San Luis Wealth Advisors first reported a position in Blackstone in Q3 2021 and has held it in 20 quarters since.
San Luis Wealth Advisors's Blackstone position peaked at $1.46M in Q4 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.