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Valmark Advisers’s Blackstone BX Stock Holding History

Valmark Advisers’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 		$438K Buy
3,725
+6
+0.2% +$721 ﹤0.01% 531
2026
Q1 		$428K Sell
3,719
-295
-7% -$38.4K 0.01% 502
2025
Q4 		$619K Buy
4,014
+165
+4% +$25.1K 0.01% 411
2025
Q3 		$658K Sell
3,849
-100
-3% -$17.1K 0.01% 392
2025
Q2 		$591K Sell
3,949
-26
-0.7% -$3.57K 0.01% 420
2025
Q1 		$556K Buy
3,975
+4
+0.1% +$649 0.01% 406
2024
Q4 		$685K Buy
3,971
+13
+0.3% +$2.27K 0.01% 371
2024
Q3 		$606K Buy
3,958
+202
+5% +$28K 0.01% 381
2024
Q2 		$465K Buy
3,756
+29
+0.8% +$3.57K 0.01% 405
2024
Q1 		$490K Sell
3,727
-77
-2% -$9.62K 0.01% 384
2023
Q4 		$498K Sell
3,804
-171
-4% -$18.5K 0.01% 351
2023
Q3 		$426K Buy
3,975
+113
+3% +$11.8K 0.01% 347
2023
Q2 		$359K Sell
3,862
-74
-2% -$6.39K 0.01% 374
2023
Q1 		$346K Buy
3,936
+422
+12% +$37.3K 0.01% 366
2022
Q4 		$261K Sell
3,514
-174
-5% -$15K 0.01% 390
2022
Q3 		$309K Buy
3,688
+9
+0.2% +$872 0.01% 345
2022
Q2 		$336K Buy
3,679
+123
+3% +$13.3K 0.01% 337
2022
Q1 		$451K Buy
3,556
+148
+4% +$18.1K 0.01% 314
2021
Q4 		$441K Buy
3,408
+45
+1% +$6K 0.01% 297
2021
Q3 		$391K Sell
3,363
-54
-2% -$6.27K 0.01% 298
2021
Q2 		$332K Hold
3,417
– – 0.01% 321
2021
Q1 		$255K Buy
3,417
+327
+11% +$22.6K ﹤0.01% 339
2020
Q4 		$200K Buy
+3,090
New +$180K ﹤0.01% 337

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

Valmark Advisers's BX Position: Q2 2026 in Review

Valmark Advisers increased its Blackstone (BX) stake by 0.16% in Q2 2026, buying an estimated $721 and bringing the position to 3,725 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Valmark Advisers first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $685K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Valmark Advisers held 3,725 shares of Blackstone worth $438K as of Q2 2026.
  • Valmark Advisers bought 6 Blackstone shares in Q2 2026, an estimated $721.
  • Blackstone made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #531 holding.
  • Valmark Advisers first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Valmark Advisers's Blackstone position peaked at $685K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.