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Soltis Investment Advisors’s Blackstone BX Stock Holding History

Soltis 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 		$502K Buy
4,268
+371
+10% +$44.6K 0.03% 363
2026
Q1 		$448K Sell
3,897
-393
-9% -$51.1K 0.03% 361
2025
Q4 		$661K Buy
4,290
+301
+8% +$45.7K 0.04% 275
2025
Q3 		$682K Buy
3,989
+335
+9% +$57.4K 0.05% 259
2025
Q2 		$547K Sell
3,654
-10,788
-75% -$1.48M 0.04% 244
2025
Q1 		$2.02M Sell
14,442
-18,516
-56% -$3.01M 0.18% 122
2024
Q4 		$5.68M Buy
32,958
+28,561
+650% +$4.98M 0.53% 53
2024
Q3 		$673K Buy
4,397
+163
+4% +$22.6K 0.07% 193
2024
Q2 		$524K Buy
4,234
+12
+0.3% +$1.48K 0.06% 209
2024
Q1 		$555K Sell
4,222
-36,393
-90% -$4.54M 0.06% 195
2023
Q4 		$5.32M Buy
40,615
+4,913
+14% +$532K 0.6% 53
2023
Q3 		$3.83M Buy
35,702
+29,410
+467% +$3.06M 0.49% 60
2023
Q2 		$585K Buy
6,292
+381
+6% +$32.9K 0.07% 160
2023
Q1 		$519K Sell
5,911
-327
-5% -$28.9K 0.07% 172
2022
Q4 		$463K Sell
6,238
-16,112
-72% -$1.39M 0.06% 174
2022
Q3 		$1.87M Buy
22,350
+16,780
+301% +$1.63M 0.28% 89
2022
Q2 		$508K Buy
5,570
+2,080
+60% +$225K 0.07% 160
2022
Q1 		$443K Sell
3,490
-14,518
-81% -$1.77M 0.06% 171
2021
Q4 		$2.33M Buy
18,008
+15,142
+528% +$2.02M 0.33% 64
2021
Q3 		$333K Buy
2,866
+175
+7% +$20.3K 0.05% 187
2021
Q2 		$261K Buy
+2,691
New +$239K 0.04% 211

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Soltis Investment Advisors increased its Blackstone (BX) stake by 9.5% in Q2 2026, buying an estimated $44.6K and bringing the position to 4,268 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #363.

Soltis Investment Advisors first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.68M in Q4 2024. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Soltis Investment Advisors held 4,268 shares of Blackstone worth $502K as of Q2 2026.
  • Soltis Investment Advisors bought 371 Blackstone shares in Q2 2026, an estimated $44.6K.
  • Blackstone made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • Soltis Investment Advisors first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Soltis Investment Advisors's Blackstone position peaked at $5.68M in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.