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Ulland Investment Advisors’s Blackstone BX Stock Holding History

Ulland Investment 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 		$15K Hold
124
– – 0.01% 169
2026
Q1 		$14K Hold
124
– – 0.01% 164
2025
Q4 		$19K Hold
124
– – 0.02% 156
2025
Q3 		$21K Buy
+124
New +$21.2K 0.02% 150
2022
Q3 		– Sell
-75
Closed -$7K – 219
2022
Q2 		$7K Hold
75
– – 0.01% 195
2022
Q1 		$10K Buy
+75
New +$9.15K 0.01% 193

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Ulland Investment Advisors's BX Position: Q2 2026 in Review

Ulland Investment Advisors held its Blackstone (BX) position steady in Q2 2026 at 124 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #169.

Ulland Investment Advisors first reported a position in BX in Q1 2022 and has held it in 6 quarters since. The position peaked at $21K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Ulland Investment Advisors held 124 shares of Blackstone worth $15K as of Q2 2026.
  • Ulland Investment Advisors left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • Ulland Investment Advisors first reported a position in Blackstone in Q1 2022 and has held it in 6 quarters since.
  • Ulland Investment Advisors's Blackstone position peaked at $21K in Q3 2025.
  • 1,303 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.