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Sound View Wealth Advisors Group’s Blackstone BX Stock Holding History

Sound View Wealth Advisors Group’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 		$873K Sell
7,423
-614
-8% -$73.8K 0.05% 213
2026
Q1 		$924K Buy
8,037
+333
+4% +$43.3K 0.06% 199
2025
Q4 		$1.19M Hold
7,704
– – 0.08% 173
2025
Q3 		$1.32M Sell
7,704
-331
-4% -$56.7K 0.09% 167
2025
Q2 		$1.2M Buy
8,035
+504
+7% +$69.3K 0.09% 169
2025
Q1 		$1.05M Sell
7,531
-579
-7% -$94K 0.09% 167
2024
Q4 		$1.4M Buy
8,110
+74
+0.9% +$12.9K 0.11% 152
2024
Q3 		$1.23M Buy
8,036
+1,069
+15% +$148K 0.1% 166
2024
Q2 		$862K Buy
6,967
+112
+2% +$13.8K 0.09% 171
2024
Q1 		$901K Sell
6,855
-991
-13% -$124K 0.1% 174
2023
Q4 		$1.03M Buy
7,846
+1,001
+15% +$108K 0.11% 154
2023
Q3 		$733K Buy
6,845
+1,379
+25% +$144K 0.09% 178
2023
Q2 		$508K Sell
5,466
-74
-1% -$6.39K 0.07% 221
2023
Q1 		$487K Sell
5,540
-2,306
-29% -$204K 0.07% 222
2022
Q4 		$1.03M Buy
+7,846
New +$678K 0.11% 154

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

Sound View Wealth Advisors Group's BX Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Blackstone (BX) stake by 7.6% in Q2 2026, selling an estimated $73.8K and leaving 7,423 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #213.

Sound View Wealth Advisors Group first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.4M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sound View Wealth Advisors Group held 7,423 shares of Blackstone worth $873K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 614 Blackstone shares in Q2 2026, an estimated $73.8K.
  • Blackstone made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #213 holding.
  • Sound View Wealth Advisors Group first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Sound View Wealth Advisors Group's Blackstone position peaked at $1.4M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.