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Stratos Wealth Partners’s Blackstone BX Stock Holding History

Stratos Wealth Partners’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 		$7.21M Sell
62,726
-11,128
-15% -$1.45M 0.08% 250
2025
Q4 		$11.4M Sell
73,854
-5,439
-7% -$827K 0.13% 165
2025
Q3 		$13.5M Buy
79,293
+4,887
+7% +$837K 0.16% 126
2025
Q2 		$11.1M Buy
74,406
+2,858
+4% +$393K 0.15% 138
2025
Q1 		$10M Sell
71,548
-4,113
-5% -$668K 0.15% 138
2024
Q4 		$13M Sell
75,661
-253
-0.3% -$44.1K 0.18% 105
2024
Q3 		$11.6M Buy
75,914
+6,425
+9% +$891K 0.17% 123
2024
Q2 		$8.6M Sell
69,489
-5,738
-8% -$706K 0.14% 154
2024
Q1 		$9.88M Buy
75,227
+5,533
+8% +$691K 0.16% 139
2023
Q4 		$9.12M Buy
69,694
+50
+0.1% +$5.41K 0.17% 136
2023
Q3 		$7.46M Sell
69,644
-4,362
-6% -$454K 0.16% 142
2023
Q2 		$6.88M Buy
74,006
+5,590
+8% +$483K 0.16% 150
2023
Q1 		$6.01M Sell
68,416
-3,933
-5% -$347K 0.16% 138
2022
Q4 		$5.37M Buy
72,349
+1,224
+2% +$106K 0.14% 164
2022
Q3 		$5.95M Buy
71,125
+13,461
+23% +$1.3M 0.17% 128
2022
Q2 		$5.26M Buy
57,664
+14,761
+34% +$1.59M 0.13% 157
2022
Q1 		$5.45M Buy
42,903
+684
+2% +$83.4K 0.12% 175
2021
Q4 		$5.46M Buy
42,219
+1,009
+2% +$135K 0.12% 180
2021
Q3 		$4.79M Sell
41,210
-729
-2% -$84.6K 0.12% 186
2021
Q2 		$4.07M Buy
41,939
+3,084
+8% +$274K 0.1% 211
2021
Q1 		$2.9M Sell
38,855
-4,511
-10% -$311K 0.08% 234
2020
Q4 		$2.81M Sell
43,366
-33,072
-43% -$1.93M 0.08% 230
2020
Q3 		$3.99M Sell
76,438
-5,308
-6% -$284K 0.13% 170
2020
Q2 		$4.63M Buy
81,746
+6,832
+9% +$360K 0.17% 142
2020
Q1 		$3.41M Buy
74,914
+26,133
+54% +$1.45M 0.16% 133
2019
Q4 		$2.73M Sell
48,781
-3,269
-6% -$170K 0.11% 200
2019
Q3 		$2.54M Buy
+52,050
New +$2.54M 0.11% 199
2019
Q2 		– Sell
-50,448
Closed -$1.76M – 961
2019
Q1 		$1.76M Buy
50,448
+5,423
+12% +$181K 0.08% 252
2018
Q4 		$1.34M Sell
45,025
-165,053
-79% -$5.46M 0.07% 273
2018
Q3 		$8M Sell
210,078
-7,605
-3% -$275K 0.36% 54
2018
Q2 		$7M Sell
217,683
-12,455
-5% -$396K 0.31% 63
2018
Q1 		$7.35M Buy
230,138
+3,813
+2% +$130K 0.31% 64
2017
Q4 		$7.25M Buy
226,325
+9,720
+4% +$316K 0.33% 59
2017
Q3 		$7.23M Buy
216,605
+29,497
+16% +$971K 0.34% 62
2017
Q2 		$6.24M Buy
187,108
+140,146
+298% +$4.4M 0.32% 63
2017
Q1 		$1.4M Buy
46,962
+30,620
+187% +$921K 0.08% 220
2016
Q4 		$442K Buy
16,342
+2,212
+16% +$57.4K 0.03% 420
2016
Q3 		$361K Sell
14,130
-894
-6% -$23.6K 0.02% 435
2016
Q2 		$369K Buy
15,024
+3,770
+33% +$100K 0.03% 393
2016
Q1 		$316K Buy
11,254
+765
+7% +$20.2K 0.03% 402
2015
Q4 		$307K Sell
10,489
-555
-5% -$17.7K 0.03% 420
2015
Q3 		$343K Buy
+11,044
New +$399K 0.04% 339
2015
Q2 		– Sell
-5,757
Closed -$218K – 533
2015
Q1 		$218K Buy
+5,757
New +$208K 0.03% 524

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 Partners's BX Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Blackstone (BX) stake by 15% in Q1 2026, selling an estimated $1.45M and leaving 62,726 shares worth $7.21M. The position accounts for 0.08% of the portfolio, ranked #250.

Stratos Wealth Partners first reported a position in BX in Q1 2015 and has held it in 43 quarters since. The position peaked at $13.5M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Stratos Wealth Partners held 62,726 shares of Blackstone worth $7.21M as of Q1 2026.
  • Stratos Wealth Partners sold 11,128 Blackstone shares in Q1 2026, an estimated $1.45M.
  • Blackstone made up 0.08% of Stratos Wealth Partners's portfolio in Q1 2026, its #250 holding.
  • Stratos Wealth Partners first reported a position in Blackstone in Q1 2015 and has held it in 43 quarters since.
  • Stratos Wealth Partners's Blackstone position peaked at $13.5M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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