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Savvy Advisors Inc’s Blackstone BX Stock Holding History

Savvy Advisors Inc’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 		$2.46M Buy
20,882
+1,455
+7% +$175K 0.05% 289
2026
Q1 		$2.23M Buy
19,427
+173
+0.9% +$22.5K 0.06% 247
2025
Q4 		$2.97M Buy
19,254
+4,112
+27% +$625K 0.1% 157
2025
Q3 		$2.59M Buy
15,142
+2,849
+23% +$488K 0.12% 126
2025
Q2 		$1.84M Buy
12,293
+3,924
+47% +$539K 0.12% 127
2025
Q1 		$1.17M Buy
8,369
+2,357
+39% +$383K 0.12% 146
2024
Q4 		$1.04M Buy
6,012
+3,833
+176% +$668K 0.12% 137
2024
Q3 		$334K Buy
2,179
+492
+29% +$68.3K 0.07% 242
2024
Q2 		$209K Buy
+1,687
New +$208K 0.07% 284
2024
Q1 		– Sell
-1,539
Closed -$201K – 225
2023
Q4 		$201K Buy
+1,539
New +$167K 0.2% 152

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

Savvy Advisors Inc's BX Position: Q2 2026 in Review

Savvy Advisors Inc increased its Blackstone (BX) stake by 7.5% in Q2 2026, buying an estimated $175K and bringing the position to 20,882 shares worth $2.46M. The position accounts for 0.05% of the portfolio, ranked #289.

Savvy Advisors Inc first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q4 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Savvy Advisors Inc held 20,882 shares of Blackstone worth $2.46M as of Q2 2026.
  • Savvy Advisors Inc bought 1,455 Blackstone shares in Q2 2026, an estimated $175K.
  • Blackstone made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #289 holding.
  • Savvy Advisors Inc first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Blackstone position peaked at $2.97M in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.