Toth Financial Advisory’s Blackstone BX Stock Holding History

Toth Financial Advisory’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 Q3	–	Sell	-64	Closed	-$7.53K	–	1038
2026 Q2	$7.53K	Hold	64	–	–	﹤0.01%	613
2026 Q1	$7.36K	Buy	64 +63	+6,300%	+$8.2K	﹤0.01%	594
2025 Q4	$155	Buy	+1	New	+$152	﹤0.01%	867
2024 Q2	–	Sell	-110	Closed	-$14.5K	–	753
2024 Q1	$14.5K	Buy	+110	New	+$13.7K	﹤0.01%	418
2023 Q1	–	Sell	-140	Closed	-$10.4K	–	818
2022 Q4	$10.4K	Sell	140 -15	-10%	-$1.29K	﹤0.01%	437
2022 Q3	$13K	Buy	155 +126	+434%	+$12.2K	﹤0.01%	419
2022 Q2	$3K	Buy	+29	New	+$3.13K	﹤0.01%	546
2018 Q1	–	Sell	-50	Closed	-$2K	–	429
2017 Q4	$2K	Buy	+50	New	+$1.63K	﹤0.01%	385

Other funds holding BX

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Toth Financial Advisory's BX Position: Q3 2026 in Review

Toth Financial Advisory sold out of Blackstone (BX) in Q3 2026, closing a stake of 64 shares — an estimated $7.53K sold.

Toth Financial Advisory first reported a position in BX in Q4 2017 and held it in 8 quarters. The position peaked at $14.5K in Q1 2024. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Toth Financial Advisory reported no remaining Blackstone position as of Q3 2026 after selling out during the quarter.
Toth Financial Advisory sold 64 Blackstone shares in Q3 2026, an estimated $7.53K.
Toth Financial Advisory first reported a position in Blackstone in Q4 2017 and held it in 8 quarters.
Toth Financial Advisory's Blackstone position peaked at $14.5K in Q1 2024.
98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.