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Strategic Advisors’s Blackstone BX Stock Holding History

Strategic 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 		$351K Sell
2,984
-21
-0.7% -$2.52K 0.08% 134
2026
Q1 		$346K Sell
3,005
-3,794
-56% -$494K 0.06% 153
2025
Q4 		$1.05M Buy
6,799
+37
+0.5% +$5.62K 0.16% 102
2025
Q3 		$1.16M Buy
6,762
+73
+1% +$12.5K 0.19% 97
2025
Q2 		$1M Buy
6,689
+1,978
+42% +$272K 0.2% 88
2025
Q1 		$659K Buy
+4,711
New +$765K 0.13% 116
2024
Q1 		– Sell
-1,643
Closed -$215K – 206
2023
Q4 		$215K Buy
+1,643
New +$178K 0.04% 189
2017
Q2 		– Sell
-13,711
Closed -$407K – 142
2017
Q1 		$407K Buy
+13,711
New +$412K 0.19% 99
2016
Q2 		– Sell
-12,379
Closed -$347K – 119
2016
Q1 		$347K Buy
+12,379
New +$327K 0.2% 107

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

Strategic Advisors's BX Position: Q2 2026 in Review

Strategic Advisors reduced its Blackstone (BX) stake by 0.7% in Q2 2026, selling an estimated $2.52K and leaving 2,984 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #134.

Strategic Advisors first reported a position in BX in Q1 2016 and has held it in 9 quarters since. The position peaked at $1.16M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Strategic Advisors held 2,984 shares of Blackstone worth $351K as of Q2 2026.
  • Strategic Advisors sold 21 Blackstone shares in Q2 2026, an estimated $2.52K.
  • Blackstone made up 0.08% of Strategic Advisors's portfolio in Q2 2026, its #134 holding.
  • Strategic Advisors first reported a position in Blackstone in Q1 2016 and has held it in 9 quarters since.
  • Strategic Advisors's Blackstone position peaked at $1.16M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.