SS&H Financial Advisors’s Blackstone BX Stock Holding History

SS&H Financial 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	$235K	Buy	+2,000	New	+$240K	0.06%	126

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SS&H Financial Advisors's BX Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Blackstone (BX) in Q2 2026: 2,000 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings.

2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

SS&H Financial Advisors held 2,000 shares of Blackstone worth $235K as of Q2 2026.
Blackstone was a new SS&H Financial Advisors position in Q2 2026.
Blackstone made up 0.06% of SS&H Financial Advisors's portfolio in Q2 2026, its #126 holding.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.