Strategic Investment Solutions’s Blackstone BX Stock Holding History

Strategic Investment Solutions’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	$81K	Sell	688 -1,000	-59%	-$120K	0.02%	226
2026 Q1	$194K	Sell	1,688 -52	-3%	-$6.76K	0.05%	150
2025 Q4	$268K	Buy	1,740 +1,052	+153%	+$160K	0.06%	119
2025 Q3	$118K	Hold	688	–	–	0.03%	163
2025 Q2	$103K	Hold	688	–	–	0.03%	160
2025 Q1	$96.2K	Hold	688	–	–	0.03%	144
2024 Q4	$118K	Hold	688	–	–	0.04%	122
2024 Q3	$105K	Buy	688 +377	+121%	+$52.3K	0.03%	139
2024 Q2	$28.1K	Buy	+311	New	+$38.3K	0.01%	234
2023 Q4	$37.7K	Sell	288 -17,163	-98%	-$1.86M	0.01%	539
2023 Q3	$1.82M	Buy	17,451 +17,174	+6,200%	+$1.79M	0.02%	230
2023 Q2	$24.1K	Sell	277 -633	-70%	-$54.7K	0.01%	431
2023 Q1	$80K	Buy	+910	New	+$80.4K	0.02%	287

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

Strategic Investment Solutions's BX Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Blackstone (BX) stake by 59% in Q2 2026, selling an estimated $120K and leaving 688 shares worth $81K. The position accounts for 0.02% of the portfolio, ranked #226.

Strategic Investment Solutions first reported a position in BX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.82M in Q3 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Strategic Investment Solutions held 688 shares of Blackstone worth $81K as of Q2 2026.
Strategic Investment Solutions sold 1,000 Blackstone shares in Q2 2026, an estimated $120K.
Blackstone made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #226 holding.
Strategic Investment Solutions first reported a position in Blackstone in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Blackstone position peaked at $1.82M in Q3 2023.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.