Trace Wealth Advisors’s Blackstone BX Stock Holding History

Trace 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	$624K	Hold	5,300	–	–	0.41%	32
2026 Q1	$609K	Buy	5,300 +2,550	+93%	+$332K	0.46%	32
2025 Q4	$424K	Buy	2,750 +171	+7%	+$26K	0.31%	43
2025 Q3	$441K	Buy	2,579 +79	+3%	+$13.5K	0.33%	42
2025 Q2	$374K	Hold	2,500	–	–	0.31%	39
2025 Q1	$349K	Hold	2,500	–	–	0.31%	43
2024 Q4	$431K	Buy	+2,500	New	+$436K	0.39%	35

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

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

Trace Wealth Advisors held its Blackstone (BX) position steady in Q2 2026 at 5,300 shares worth $624K. The position accounts for 0.41% of the portfolio, ranked #32.

Trace Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 7 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Trace Wealth Advisors held 5,300 shares of Blackstone worth $624K as of Q2 2026.
Trace Wealth Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.41% of Trace Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Trace Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.