TWA
BX icon

TCI Wealth Advisors’s Blackstone BX Stock Holding History

TCI 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
Q2 		$383K Sell
3,258
-1,085
-25% -$130K 0.02% 180
2026
Q1 		$499K Buy
4,343
+351
+9% +$45.7K 0.03% 148
2025
Q4 		$615K Buy
3,992
+9
+0.2% +$1.37K 0.03% 131
2025
Q3 		$680K Buy
3,983
+21
+0.5% +$3.6K 0.04% 126
2025
Q2 		$593K Buy
3,962
+14
+0.4% +$1.92K 0.04% 134
2025
Q1 		$552K Sell
3,948
-28
-0.7% -$4.54K 0.04% 119
2024
Q4 		$685K Buy
3,976
+1
+0% +$174 0.06% 105
2024
Q3 		$609K Sell
3,975
-4
-0.1% -$555 0.05% 111
2024
Q2 		$493K Buy
3,979
+635
+19% +$78.1K 0.05% 121
2024
Q1 		$439K Sell
3,344
-84
-2% -$10.5K 0.04% 130
2023
Q4 		$449K Buy
3,428
+25
+0.7% +$2.71K 0.05% 125
2023
Q3 		$365K Buy
3,403
+96
+3% +$10K 0.05% 136
2023
Q2 		$307K Sell
3,307
-145
-4% -$12.5K 0.04% 148
2023
Q1 		$303K Buy
3,452
+267
+8% +$23.6K 0.04% 148
2022
Q4 		$236K Sell
3,185
-75
-2% -$6.48K 0.03% 162
2022
Q3 		$273K Buy
3,260
+195
+6% +$18.9K 0.04% 131
2022
Q2 		$280K Sell
3,065
-43
-1% -$4.64K 0.04% 138
2022
Q1 		$395K Sell
3,108
-360
-10% -$43.9K 0.06% 115
2021
Q4 		$449K Buy
3,468
+129
+4% +$17.2K 0.07% 107
2021
Q3 		$389K Buy
3,339
+322
+11% +$37.4K 0.06% 129
2021
Q2 		$293K Buy
3,017
+57
+2% +$5.06K 0.05% 149
2021
Q1 		$221K Sell
2,960
-185
-6% -$12.8K 0.09% 155
2020
Q4 		$204K Buy
3,145
+204
+7% +$11.9K 0.09% 158
2020
Q3 		$154K Buy
2,941
+5
+0.2% +$268 0.06% 172
2020
Q2 		$166K Buy
2,936
+386
+15% +$20.3K 0.07% 161
2020
Q1 		$116K Sell
2,550
-500
-16% -$27.7K 0.06% 192
2019
Q4 		$171K Buy
3,050
+2,400
+369% +$125K 0.07% 194
2019
Q3 		$32K Buy
+650
New +$31.7K 0.01% 405
2019
Q2 		– Sell
-2,034
Closed -$71K – 1425
2019
Q1 		$71K Buy
2,034
+34
+2% +$1.14K 0.03% 287
2018
Q4 		$60K Buy
+2,000
New +$66.1K 0.03% 286
2018
Q2 		– Sell
-2,000
Closed -$64K – 1507
2018
Q1 		$64K Buy
+2,000
New +$68.2K 0.03% 282
2017
Q3 		– Sell
-2,059
Closed -$69K – 1325
2017
Q2 		$69K Sell
2,059
-2,226
-52% -$69.8K 0.04% 262
2017
Q1 		$127K Sell
4,285
-920
-18% -$27.7K 0.07% 187
2016
Q4 		$141K Buy
5,205
+65
+1% +$1.69K 0.07% 180
2016
Q3 		$131K Buy
5,140
+66
+1% +$1.74K 0.07% 179
2016
Q2 		$125K Buy
5,074
+51
+1% +$1.36K 0.07% 173
2016
Q1 		$141K Buy
5,023
+791
+19% +$20.9K 0.08% 160
2015
Q4 		$124K Buy
4,232
+2,695
+175% +$85.9K 0.07% 185
2015
Q3 		$48K Buy
1,537
+1,129
+277% +$40.8K 0.03% 296
2015
Q2 		$16K Buy
+408
New +$16.8K 0.01% 436
2014
Q2 		– Sell
-604
Closed -$20K – 895
2014
Q1 		$20K Buy
604
+235
+64% +$7.5K 0.01% 325
2013
Q4 		$11K Buy
369
+260
+239% +$7.09K 0.01% 403
2013
Q3 		$3K Buy
+109
New +$2.43K ﹤0.01% 559

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

TCI Wealth Advisors's BX Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Blackstone (BX) stake by 25% in Q2 2026, selling an estimated $130K and leaving 3,258 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #180.

TCI Wealth Advisors first reported a position in BX in Q3 2013 and has held it in 43 quarters since. The position peaked at $685K in Q4 2024. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • TCI Wealth Advisors held 3,258 shares of Blackstone worth $383K as of Q2 2026.
  • TCI Wealth Advisors sold 1,085 Blackstone shares in Q2 2026, an estimated $130K.
  • Blackstone made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • TCI Wealth Advisors first reported a position in Blackstone in Q3 2013 and has held it in 43 quarters since.
  • TCI Wealth Advisors's Blackstone position peaked at $685K in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.