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Sax Wealth Advisors’s Blackstone BX Stock Holding History

Sax 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 		$1.16M Buy
10,045
+889
+10% +$107K 0.05% 210
2026
Q1 		$1.41M Sell
9,156
-150
-2% -$19.5K 0.07% 151
2025
Q4 		$1.43M Buy
9,306
+666
+8% +$101K 0.07% 150
2025
Q3 		$1.48M Buy
8,640
+441
+5% +$75.6K 0.08% 134
2025
Q2 		$1.23M Buy
8,199
+2,124
+35% +$292K 0.07% 150
2025
Q1 		$849K Buy
6,075
+34
+0.6% +$5.52K 0.06% 163
2024
Q4 		$1.04M Sell
6,041
-171
-3% -$29.8K 0.08% 120
2024
Q3 		$951K Sell
6,212
-94
-1% -$13K 0.08% 97
2024
Q2 		$781K Buy
6,306
+358
+6% +$44.1K 0.07% 106
2024
Q1 		$781K Buy
5,948
+2
+0% +$250 0.09% 86
2023
Q4 		$778K Buy
5,946
+2
+0% +$216 0.13% 84
2023
Q3 		$637K Buy
5,944
+210
+4% +$21.9K 0.13% 93
2023
Q2 		$533K Sell
5,734
-359
-6% -$31K 0.11% 107
2023
Q1 		$535K Buy
6,093
+351
+6% +$31K 0.12% 103
2022
Q4 		$426K Sell
5,742
-8
-0.1% -$691 0.1% 114
2022
Q3 		$481K Buy
5,750
+3
+0.1% +$291 0.12% 100
2022
Q2 		$524K Buy
5,747
+8
+0.1% +$864 0.13% 100
2022
Q1 		$729K Buy
5,739
+5
+0.1% +$610 0.18% 75
2021
Q4 		$742K Buy
5,734
+134
+2% +$17.9K 0.15% 85
2021
Q3 		$652K Hold
5,600
– – 0.15% 87
2021
Q2 		$544K Hold
5,600
– – 0.19% 95
2021
Q1 		$417K Hold
5,600
– – 0.15% 93
2020
Q4 		$363K Buy
+5,600
New +$326K 0.17% 91

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

Sax Wealth Advisors's BX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Blackstone (BX) stake by 9.7% in Q2 2026, buying an estimated $107K and bringing the position to 10,045 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #210.

Sax Wealth Advisors first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sax Wealth Advisors held 10,045 shares of Blackstone worth $1.16M as of Q2 2026.
  • Sax Wealth Advisors bought 889 Blackstone shares in Q2 2026, an estimated $107K.
  • Blackstone made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • Sax Wealth Advisors first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Blackstone position peaked at $1.48M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.