Valued Wealth Advisors’s Blackstone BX Stock Holding History

Valued Wealth 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
2026 Q2	$12.7K	Sell	108 -34	-24%	-$4.08K	﹤0.01%	270
2026 Q1	$16.3K	Buy	142 +16	+13%	+$2.08K	0.01%	205
2025 Q4	$19.4K	Hold	126	–	–	0.01%	161
2025 Q3	$21.5K	Hold	126	–	–	0.01%	143
2025 Q2	$18.9K	Hold	126	–	–	0.01%	148
2025 Q1	$17.6K	Hold	126	–	–	0.01%	160
2024 Q4	$21.7K	Sell	126 -10	-7%	-$1.74K	0.01%	149
2024 Q3	$20.8K	Buy	136 +9	+7%	+$1.25K	0.01%	142
2024 Q2	$15.7K	Hold	127	–	–	0.01%	152
2024 Q1	$16.7K	Buy	127 +1	+0.8%	+$125	0.01%	140
2023 Q4	$13.5K	Buy	+126	New	+$13.6K	0.01%	100

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Valued Wealth Advisors's BX Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $4.08K and leaving 108 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Valued Wealth Advisors first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7K in Q4 2024. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Valued Wealth Advisors held 108 shares of Blackstone worth $12.7K as of Q2 2026.
Valued Wealth Advisors sold 34 Blackstone shares in Q2 2026, an estimated $4.08K.
Blackstone made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #270 holding.
Valued Wealth Advisors first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Blackstone position peaked at $21.7K in Q4 2024.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.