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 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

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

Toth Financial Advisory's BX Position: Q2 2026 in Review

Toth Financial Advisory held its Blackstone (BX) position steady in Q2 2026 at 64 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Toth Financial Advisory first reported a position in BX in Q4 2017 and has held it in 8 quarters since. The position peaked at $14.5K in Q1 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Toth Financial Advisory held 64 shares of Blackstone worth $7.53K as of Q2 2026.
Toth Financial Advisory left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #613 holding.
Toth Financial Advisory first reported a position in Blackstone in Q4 2017 and has held it in 8 quarters since.
Toth Financial Advisory's Blackstone position peaked at $14.5K in Q1 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.