TRUE Private Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $542K | Hold |
4,609
| – | – | 0.05% | 168 |
|
|
2026
Q1 | $530K | Sell |
4,609
-89
| -2% | -$11.6K | 0.05% | 158 |
|
|
2025
Q4 | $724K | Sell |
4,698
-56
| -1% | -$8.51K | 0.07% | 135 |
|
|
2025
Q3 | $812K | Hold |
4,754
| – | – | 0.08% | 126 |
|
|
2025
Q2 | $711K | Sell |
4,754
-575
| -11% | -$79K | 0.08% | 121 |
|
|
2025
Q1 | $745K | Hold |
5,329
| – | – | 0.09% | 108 |
|
|
2024
Q4 | $919K | Buy |
5,329
+33
| +0.6% | +$5.75K | 0.11% | 101 |
|
|
2024
Q3 | $811K | Hold |
5,296
| – | – | 0.1% | 99 |
|
|
2024
Q2 | $656K | Hold |
5,296
| – | – | 0.07% | 130 |
|
|
2024
Q1 | $696K | Hold |
5,296
| – | – | 0.08% | 131 |
|
|
2023
Q4 | $693K | Sell |
5,296
-250
| -5% | -$27K | 0.09% | 121 |
|
|
2023
Q3 | $594K | Sell |
5,546
-200
| -3% | -$20.8K | 0.08% | 125 |
|
|
2023
Q2 | $534K | Hold |
5,746
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $505K | Sell |
5,746
-566
| -9% | -$50K | 0.07% | 125 |
|
|
2022
Q4 | $468K | Sell |
6,312
-234
| -4% | -$20.2K | 0.07% | 122 |
|
|
2022
Q3 | $547K | Hold |
6,546
| – | – | 0.08% | 105 |
|
|
2022
Q2 | $597K | Hold |
6,546
| – | – | 0.09% | 112 |
|
|
2022
Q1 | $730K | Sell |
6,546
-541
| -8% | -$66K | 0.1% | 104 |
|
|
2021
Q4 | $917K | Sell |
7,087
-301
| -4% | -$40.1K | 0.13% | 99 |
|
|
2021
Q3 | $859K | Sell |
7,388
-2,247
| -23% | -$261K | 0.13% | 99 |
|
|
2021
Q2 | $935K | Buy |
9,635
+74
| +0.8% | +$6.57K | 0.14% | 91 |
|
|
2021
Q1 | $713K | Sell |
9,561
-997
| -9% | -$68.8K | 0.12% | 110 |
|
|
2020
Q4 | $684K | Sell |
10,558
-116
| -1% | -$6.75K | 0.11% | 100 |
|
|
2020
Q3 | $557K | Sell |
10,674
-895
| -8% | -$47.9K | 0.1% | 112 |
|
|
2020
Q2 | $655K | Buy |
11,569
+510
| +5% | +$26.8K | 0.12% | 98 |
|
|
2020
Q1 | $503K | Sell |
11,059
-6,799
| -38% | -$376K | 0.11% | 99 |
|
|
2019
Q4 | $999K | Sell |
17,858
-3,349
| -16% | -$174K | 0.15% | 85 |
|
|
2019
Q3 | $1.03M | Buy |
+21,207
| New | +$1.03M | 0.18% | 77 |
|
|
2019
Q2 | – | Sell |
-19,294
| Closed | -$674K | – | 787 |
|
|
2019
Q1 | $674K | Buy |
19,294
+900
| +5% | +$30K | 0.13% | 96 |
|
|
2018
Q4 | $548K | Sell |
18,394
-713
| -4% | -$23.6K | 0.1% | 130 |
|
|
2018
Q3 | $728K | Buy |
19,107
+1,805
| +10% | +$65.2K | 0.1% | 132 |
|
|
2018
Q2 | $556K | Buy |
17,302
+1,787
| +12% | +$56.9K | 0.09% | 146 |
|
|
2018
Q1 | $495K | Sell |
15,515
-281
| -2% | -$9.58K | 0.09% | 136 |
|
|
2017
Q4 | $505K | Sell |
15,796
-737
| -4% | -$24K | 0.09% | 126 |
|
|
2017
Q3 | $551K | Buy |
16,533
+16
| +0.1% | +$527 | 0.12% | 79 |
|
|
2017
Q2 | $550K | Buy |
16,517
+2,073
| +14% | +$65K | 0.13% | 78 |
|
|
2017
Q1 | $424K | Buy |
14,444
+1,842
| +15% | +$55.4K | 0.1% | 88 |
|
|
2016
Q4 | $392K | Sell |
12,602
-141
| -1% | -$3.66K | 0.1% | 90 |
|
|
2016
Q3 | $303K | Buy |
12,743
+2,186
| +21% | +$57.7K | 0.1% | 95 |
|
|
2016
Q2 | $259K | Buy |
10,557
+587
| +6% | +$15.6K | 0.09% | 114 |
|
|
2016
Q1 | $280K | Buy |
+9,970
| New | +$263K | 0.11% | 95 |
|
Other funds holding BX
TRUE Private Wealth Advisors's BX Position: Q2 2026 in Review
TRUE Private Wealth Advisors held its Blackstone (BX) position steady in Q2 2026 at 4,609 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #168.
TRUE Private Wealth Advisors first reported a position in BX in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.03M in Q3 2019. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- TRUE Private Wealth Advisors held 4,609 shares of Blackstone worth $542K as of Q2 2026.
- TRUE Private Wealth Advisors left its Blackstone share count unchanged in Q2 2026.
- Blackstone made up 0.05% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #168 holding.
- TRUE Private Wealth Advisors first reported a position in Blackstone in Q1 2016 and has held it in 41 quarters since.
- TRUE Private Wealth Advisors's Blackstone position peaked at $1.03M in Q3 2019.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.