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 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 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

United Advisor Group's BX Position: Q1 2026 in Review

United Advisor Group increased its Blackstone (BX) stake by 63% in Q1 2026, buying an estimated $271K and bringing the position to 5,400 shares worth $621K. The position accounts for 0.08% of the portfolio, ranked #248.

United Advisor Group first reported a position in BX in Q1 2024 and has held it in 9 quarters since. The position peaked at $738K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

United Advisor Group held 5,400 shares of Blackstone worth $621K as of Q1 2026.
United Advisor Group bought 2,080 Blackstone shares in Q1 2026, an estimated $271K.
Blackstone made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #248 holding.
United Advisor Group first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Blackstone position peaked at $738K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.