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Valeo Financial Advisors’s Blackstone BX Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-700
Closed -$121K – 705
2024
Q4 		$121K Buy
+700
New +$122K ﹤0.01% 691

Other funds holding BX

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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. 1,184 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.
  • 1,184 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.