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SOA Wealth Advisors’s Blackstone BX Stock Holding History

SOA 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 		$377K Buy
3,207
+230
+8% +$27.6K 0.06% 149
2026
Q1 		$342K Buy
2,977
+316
+12% +$41.1K 0.06% 148
2025
Q4 		$410K Sell
2,661
-196
-7% -$29.8K 0.07% 140
2025
Q3 		$488K Buy
2,857
+202
+8% +$34.6K 0.08% 127
2025
Q2 		$397K Buy
2,655
+3
+0.1% +$412 0.07% 136
2025
Q1 		$371K Buy
2,652
+4
+0.2% +$649 0.08% 128
2024
Q4 		$457K Buy
2,648
+2
+0.1% +$348 0.08% 118
2024
Q3 		$405K Buy
2,646
+2
+0.1% +$277 0.08% 125
2024
Q2 		$327K Buy
2,644
+3
+0.1% +$369 0.07% 134
2024
Q1 		$347K Buy
2,641
+3
+0.1% +$375 0.07% 130
2023
Q4 		$345K Sell
2,638
-97
-4% -$10.5K 0.08% 128
2023
Q3 		$293K Sell
2,735
-528
-16% -$55K 0.07% 133
2023
Q2 		$303K Buy
3,263
+4
+0.1% +$346 0.07% 131
2023
Q1 		$286K Buy
3,259
+4
+0.1% +$353 0.07% 129
2022
Q4 		$242K Buy
3,255
+4
+0.1% +$345 0.07% 135
2022
Q3 		$272K Buy
3,251
+534
+20% +$51.7K 0.08% 120
2022
Q2 		$247K Buy
2,717
+5
+0.2% +$540 0.07% 127
2022
Q1 		$344K Buy
2,712
+4
+0.1% +$488 0.08% 120
2021
Q4 		$348K Buy
2,708
+3
+0.1% +$400 0.08% 120
2021
Q3 		$314K Buy
2,705
+477
+21% +$55.4K 0.08% 127
2021
Q2 		$216K Sell
2,228
-9,997
-82% -$888K 0.06% 148
2021
Q1 		$911K Buy
12,225
+5
+0% +$345 0.25% 69
2020
Q4 		$865K Buy
+12,220
New +$712K 0.24% 65

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

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

SOA Wealth Advisors increased its Blackstone (BX) stake by 7.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 3,207 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #149.

SOA Wealth Advisors first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $911K in Q1 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • SOA Wealth Advisors held 3,207 shares of Blackstone worth $377K as of Q2 2026.
  • SOA Wealth Advisors bought 230 Blackstone shares in Q2 2026, an estimated $27.6K.
  • Blackstone made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • SOA Wealth Advisors first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Blackstone position peaked at $911K in Q1 2021.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.