Valeo Financial 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 | $1.81M | Buy |
15,420
+2,169
| +16% | +$261K | 0.04% | 198 |
|
|
2026
Q1 | $1.52M | Sell |
13,251
-1,801
| -12% | -$234K | 0.04% | 199 |
|
|
2025
Q4 | $2.32M | Buy |
15,052
+1,151
| +8% | +$175K | 0.05% | 160 |
|
|
2025
Q3 | $2.37M | Buy |
13,901
+615
| +5% | +$105K | 0.05% | 147 |
|
|
2025
Q2 | $1.99M | Buy |
13,286
+512
| +4% | +$70.3K | 0.05% | 170 |
|
|
2025
Q1 | $1.79M | Sell |
12,774
-685
| -5% | -$111K | 0.05% | 177 |
|
|
2024
Q4 | $2.32M | Sell |
13,459
-562
| -4% | -$97.9K | 0.06% | 134 |
|
|
2024
Q3 | $2.15M | Buy |
14,021
+1,693
| +14% | +$235K | 0.06% | 146 |
|
|
2024
Q2 | $1.53M | Sell |
12,328
-167
| -1% | -$20.6K | 0.05% | 177 |
|
|
2024
Q1 | $1.55M | Buy |
12,495
+79
| +0.6% | +$9.87K | 0.06% | 175 |
|
|
2023
Q4 | $1.63M | Sell |
12,416
-1,031
| -8% | -$112K | 0.07% | 159 |
|
|
2023
Q3 | $1.44M | Buy |
13,447
+3,184
| +31% | +$332K | 0.07% | 158 |
|
|
2023
Q2 | $954K | Sell |
10,263
-1,577
| -13% | -$136K | 0.04% | 212 |
|
|
2023
Q1 | $1.04M | Buy |
11,840
+1,594
| +16% | +$141K | 0.05% | 202 |
|
|
2022
Q4 | $760K | Buy |
10,246
+2,118
| +26% | +$183K | 0.04% | 222 |
|
|
2022
Q3 | $680K | Sell |
8,128
-90
| -1% | -$8.72K | 0.04% | 215 |
|
|
2022
Q2 | $750K | Sell |
8,218
-296
| -3% | -$32K | 0.05% | 199 |
|
|
2022
Q1 | $1.08M | Buy |
8,514
+382
| +5% | +$46.6K | 0.05% | 193 |
|
|
2021
Q4 | $1.05M | Sell |
8,132
-489
| -6% | -$65.2K | 0.06% | 185 |
|
|
2021
Q3 | $1M | Buy |
8,621
+76
| +0.9% | +$8.82K | 0.06% | 186 |
|
|
2021
Q2 | $830K | Sell |
8,545
-1,402
| -14% | -$125K | 0.05% | 187 |
|
|
2021
Q1 | $741K | Sell |
9,947
-679
| -6% | -$46.9K | 0.03% | 212 |
|
|
2020
Q4 | $689K | Buy |
10,626
+385
| +4% | +$22.4K | 0.04% | 200 |
|
|
2020
Q3 | $535K | Sell |
10,241
-2,505
| -20% | -$134K | 0.05% | 179 |
|
|
2020
Q2 | $722K | Buy |
12,746
+1,588
| +14% | +$83.6K | 0.07% | 154 |
|
|
2020
Q1 | $541K | Buy |
11,158
+1,662
| +18% | +$91.9K | 0.06% | 168 |
|
|
2019
Q4 | $531K | Buy |
9,496
+3,830
| +68% | +$199K | 0.05% | 181 |
|
|
2019
Q3 | $277K | Sell |
5,666
-948
| -14% | -$46.2K | 0.03% | 237 |
|
|
2019
Q2 | $294K | Buy |
6,614
+568
| +9% | +$22.7K | 0.03% | 225 |
|
|
2019
Q1 | $211K | Buy |
6,046
+140
| +2% | +$4.67K | 0.03% | 266 |
|
|
2018
Q4 | $176K | Buy |
5,906
+347
| +6% | +$11.5K | 0.02% | 276 |
|
|
2018
Q3 | $179K | Buy |
5,559
+182
| +3% | +$6.58K | 0.02% | 290 |
|
|
2018
Q2 | $188K | Buy |
5,377
+1,205
| +29% | +$38.3K | 0.03% | 287 |
|
|
2018
Q1 | $133K | Sell |
4,172
-155
| -4% | -$5.29K | 0.02% | 314 |
|
|
2017
Q4 | $139K | Buy |
4,327
+1,427
| +49% | +$46.5K | 0.02% | 288 |
|
|
2017
Q3 | $97K | Buy |
+2,900
| New | +$95.4K | 0.02% | 294 |
|
Other funds holding BX
Valeo Financial Advisors's BX Position: Q2 2026 in Review
Valeo Financial Advisors increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $261K and bringing the position to 15,420 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #198.
Valeo Financial Advisors first reported a position in BX in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.37M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Valeo Financial Advisors held 15,420 shares of Blackstone worth $1.81M as of Q2 2026.
- Valeo Financial Advisors bought 2,169 Blackstone shares in Q2 2026, an estimated $261K.
- Blackstone made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #198 holding.
- Valeo Financial Advisors first reported a position in Blackstone in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Blackstone position peaked at $2.37M in Q3 2025.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.