U.S. Capital Wealth Advisors’s Blackstone BX Stock Holding History

U.S. Capital 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 Q1	$5.06M	Buy	44,007 +9,235	+27%	+$1.2M	0.13%	187
2025 Q4	$5.36M	Buy	34,772 +4,011	+13%	+$610K	0.14%	185
2025 Q3	$5.26M	Buy	30,761 +34	+0.1%	+$5.83K	0.14%	169
2025 Q2	$4.6M	Sell	30,727 -66,519	-68%	-$9.14M	0.13%	173
2025 Q1	$13.6M	Buy	97,246 +72,093	+287%	+$11.7M	0.42%	55
2024 Q4	$4.34M	Sell	25,153 -1,925	-7%	-$335K	0.13%	165
2024 Q3	$4.15M	Buy	27,078 +8,749	+48%	+$1.21M	0.15%	147
2024 Q2	$2.27M	Sell	18,329 -798	-4%	-$98.2K	0.09%	220
2024 Q1	$2.51M	Sell	19,127 -615	-3%	-$76.8K	0.1%	199
2023 Q4	$2.58M	Sell	19,742 -294	-1%	-$31.8K	0.1%	188
2023 Q3	$2.15M	Sell	20,036 -9,879	-33%	-$1.03M	0.1%	185
2023 Q2	$2.78M	Sell	29,915 -1,561	-5%	-$135K	0.13%	160
2023 Q1	$2.76M	Buy	31,476 +5,656	+22%	+$500K	0.13%	155
2022 Q4	$1.92M	Sell	25,820 -696	-3%	-$60.1K	0.09%	214
2022 Q3	$2.22M	Buy	26,516 +1,953	+8%	+$189K	0.11%	171
2022 Q2	$2.24M	Sell	24,563 -4,380	-15%	-$473K	0.1%	197
2022 Q1	$3.67M	Sell	28,943 -419	-1%	-$51.1K	0.13%	163
2021 Q4	$3.8M	Sell	29,362 -156	-0.5%	-$20.8K	0.15%	152
2021 Q3	$3.43M	Buy	+29,518	New	+$3.43M	0.15%	154

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's BX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Blackstone (BX) stake by 27% in Q1 2026, buying an estimated $1.2M and bringing the position to 44,007 shares worth $5.06M. The position accounts for 0.13% of the portfolio, ranked #187.

U.S. Capital Wealth Advisors first reported a position in BX in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.6M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

U.S. Capital Wealth Advisors held 44,007 shares of Blackstone worth $5.06M as of Q1 2026.
U.S. Capital Wealth Advisors bought 9,235 Blackstone shares in Q1 2026, an estimated $1.2M.
Blackstone made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #187 holding.
U.S. Capital Wealth Advisors first reported a position in Blackstone in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Blackstone position peaked at $13.6M in Q1 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.