Twin Peaks 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
$201K Buy
1,705
+195
+13% +$23.4K 0.05% 225
2026
Q1
$174K Buy
+1,510
New +$196K 0.04% 207
2025
Q4
Sell
-1,782
Closed -$304K 187
2025
Q3
$304K Sell
1,782
-99
-5% -$17K 0.1% 130
2025
Q2
$327K Buy
1,881
+373
+25% +$51.3K 0.11% 120
2025
Q1
$201K Buy
+1,508
New +$245K 0.09% 138

Other funds holding BX

Twin Peaks Wealth Advisors's BX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Blackstone (BX) stake by 13% in Q2 2026, buying an estimated $23.4K and bringing the position to 1,705 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #225.

Twin Peaks Wealth Advisors first reported a position in BX in Q1 2025 and has held it in 5 quarters since. The position peaked at $327K in Q2 2025. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,705 shares of Blackstone worth $201K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 195 Blackstone shares in Q2 2026, an estimated $23.4K.
  • Blackstone made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • Twin Peaks Wealth Advisors first reported a position in Blackstone in Q1 2025 and has held it in 5 quarters since.
  • Twin Peaks Wealth Advisors's Blackstone position peaked at $327K in Q2 2025.
  • 2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.