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Spartan Wealth Advisory Services LLC’s Blackstone BX Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$693K Sell
5,888
-270
-4% -$32.4K 0.06% 192
2026
Q1 		$708K Buy
+6,158
New +$801K 0.06% 183

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 $1.37T AUM 24.88% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's BX Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Blackstone (BX) stake by 4.4% in Q2 2026, selling an estimated $32.4K and leaving 5,888 shares worth $693K. The position accounts for 0.06% of the portfolio, ranked #192.

Spartan Wealth Advisory Services LLC first reported a position in BX in Q1 2026 and has held it in 2 quarters since. The position peaked at $708K in Q1 2026. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 5,888 shares of Blackstone worth $693K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 270 Blackstone shares in Q2 2026, an estimated $32.4K.
  • Blackstone made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #192 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Blackstone position peaked at $708K in Q1 2026.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.