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Serenity Investment Advisors’s Blackstone BX Stock Holding History

Serenity Investment 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 		$226K Buy
+1,600
New +$192K 0.1% 68
2026
Q1 		– Sell
-1,594
Closed -$248K – 76
2025
Q4 		$248K Buy
+1,594
New +$242K 0.14% 56

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

Serenity Investment Advisors's BX Position: Q2 2026 in Review

Serenity Investment Advisors opened a new position in Blackstone (BX) in Q2 2026: 1,600 shares worth $226K. The stake represents 0.1% of the portfolio and ranks #68 among its holdings. This is a return to the name: Serenity Investment Advisors previously reported a position in BX as recently as Q4 2025.

Serenity Investment Advisors first reported a position in BX in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Serenity Investment Advisors held 1,600 shares of Blackstone worth $226K as of Q2 2026.
  • Blackstone was a new Serenity Investment Advisors position in Q2 2026.
  • Blackstone made up 0.1% of Serenity Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Serenity Investment Advisors first reported a position in Blackstone in Q4 2025 and has held it in 2 quarters since.
  • Serenity Investment Advisors's Blackstone position peaked at $248K in Q4 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.