UAG
BX icon

United Advisor Group’s Blackstone BX Stock Holding History

United Advisor Group’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 		$765K Buy
6,500
+1,100
+20% +$132K 0.08% 251
2026
Q1 		$621K Buy
5,400
+2,080
+63% +$271K 0.08% 248
2025
Q4 		$512K Sell
3,320
-505
-13% -$76.7K 0.06% 275
2025
Q3 		$654K Buy
3,825
+31
+0.8% +$5.31K 0.09% 225
2025
Q2 		$568K Sell
3,794
-476
-11% -$65.4K 0.1% 204
2025
Q1 		$597K Sell
4,270
-13
-0.3% -$2.11K 0.12% 166
2024
Q4 		$738K Sell
4,283
-117
-3% -$20.4K 0.15% 156
2024
Q3 		$674K Sell
4,400
-396
-8% -$54.9K 0.15% 143
2024
Q2 		$594K Buy
4,796
+2,314
+93% +$285K 0.18% 117
2024
Q1 		$326K Buy
+2,482
New +$310K 0.12% 152

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Advisor Group's BX Position: Q2 2026 in Review

United Advisor Group increased its Blackstone (BX) stake by 20% in Q2 2026, buying an estimated $132K and bringing the position to 6,500 shares worth $765K. The position accounts for 0.08% of the portfolio, ranked #251.

United Advisor Group first reported a position in BX in Q1 2024 and has held it in 10 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • United Advisor Group held 6,500 shares of Blackstone worth $765K as of Q2 2026.
  • United Advisor Group bought 1,100 Blackstone shares in Q2 2026, an estimated $132K.
  • Blackstone made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #251 holding.
  • United Advisor Group first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.