SWA
BX icon

Stratos Wealth Advisors’s Blackstone BX Stock Holding History

Stratos Wealth 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
Q1 		$13.3M Buy
116,071
+4,036
+4% +$525K 0.82% 27
2025
Q4 		$17.3M Buy
112,035
+358
+0.3% +$54.4K 0.83% 21
2025
Q3 		$19.1M Buy
111,677
+954
+0.9% +$163K 0.92% 18
2025
Q2 		$16.6M Sell
110,723
-2,003
-2% -$275K 0.87% 21
2025
Q1 		$15.8M Sell
112,726
-4,634
-4% -$752K 0.86% 23
2024
Q4 		$20.2M Buy
117,360
+60
+0.1% +$10.5K 0.97% 15
2024
Q3 		$18M Sell
117,300
-115
-0.1% -$16K 0.82% 23
2024
Q2 		$14.5M Buy
117,415
+2,801
+2% +$345K 0.72% 28
2024
Q1 		$15.1M Buy
114,614
+1,176
+1% +$147K 0.89% 19
2023
Q4 		$14.9M Buy
113,438
+944
+0.8% +$102K 0.86% 19
2023
Q3 		$12.1M Buy
112,494
+13,946
+14% +$1.45M 0.8% 19
2023
Q2 		$9.16M Buy
98,548
+1,585
+2% +$137K 0.65% 24
2023
Q1 		$8.52M Sell
96,963
-107
-0.1% -$9.45K 0.66% 22
2022
Q4 		$7.2M Buy
+97,070
New +$8.38M 0.6% 30
2021
Q3 		– Sell
-3,393
Closed -$330K – 507
2021
Q2 		$330K Buy
+3,393
New +$301K 0.03% 420
2019
Q4 		– Sell
-12,533
Closed -$612K – 177
2019
Q3 		$612K Buy
+12,533
New +$611K 0.23% 100
2019
Q2 		– Sell
-9,748
Closed -$341K – 233
2019
Q1 		$341K Buy
9,748
+157
+2% +$5.24K 0.18% 142
2018
Q4 		$286K Buy
+9,591
New +$317K 0.19% 142

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Advisors's BX Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Blackstone (BX) stake by 3.6% in Q1 2026, buying an estimated $525K and bringing the position to 116,071 shares worth $13.3M. The position accounts for 0.82% of the portfolio, ranked #27.

Stratos Wealth Advisors first reported a position in BX in Q4 2018 and has held it in 18 quarters since. The position peaked at $20.2M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Stratos Wealth Advisors held 116,071 shares of Blackstone worth $13.3M as of Q1 2026.
  • Stratos Wealth Advisors bought 4,036 Blackstone shares in Q1 2026, an estimated $525K.
  • Blackstone made up 0.82% of Stratos Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Stratos Wealth Advisors first reported a position in Blackstone in Q4 2018 and has held it in 18 quarters since.
  • Stratos Wealth Advisors's Blackstone position peaked at $20.2M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.