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Visionary Wealth Advisors’s Blackstone BX Stock Holding History

Visionary 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 		$621K Buy
5,275
+66
+1% +$7.93K 0.02% 389
2026
Q1 		$599K Buy
5,209
+278
+6% +$36.2K 0.03% 360
2025
Q4 		$760K Sell
4,931
-434
-8% -$66K 0.03% 310
2025
Q3 		$917K Buy
5,365
+226
+4% +$38.7K 0.04% 289
2025
Q2 		$769K Buy
5,139
+401
+8% +$55.1K 0.04% 306
2025
Q1 		$662K Buy
4,738
+49
+1% +$7.95K 0.04% 307
2024
Q4 		$809K Sell
4,689
-638
-12% -$111K 0.05% 287
2024
Q3 		$816K Buy
5,327
+55
+1% +$7.63K 0.05% 279
2024
Q2 		$653K Buy
5,272
+5
+0.1% +$615 0.04% 290
2024
Q1 		$692K Sell
5,267
-195
-4% -$24.4K 0.05% 276
2023
Q4 		$715K Sell
5,462
-182
-3% -$19.7K 0.05% 265
2023
Q3 		$605K Sell
5,644
-111
-2% -$11.6K 0.05% 270
2023
Q2 		$535K Sell
5,755
-344
-6% -$29.7K 0.04% 288
2023
Q1 		$536K Buy
6,099
+100
+2% +$8.83K 0.05% 274
2022
Q4 		$445K Buy
5,999
+128
+2% +$11.1K 0.04% 257
2022
Q3 		$491K Buy
5,871
+204
+4% +$19.8K 0.05% 230
2022
Q2 		$517K Sell
5,667
-43
-0.8% -$4.64K 0.05% 236
2022
Q1 		$725K Buy
5,710
+358
+7% +$43.7K 0.06% 204
2021
Q4 		$692K Buy
5,352
+69
+1% +$9.2K 0.06% 191
2021
Q3 		$615K Sell
5,283
-1,291
-20% -$150K 0.06% 169
2021
Q2 		$639K Sell
6,574
-750
-10% -$66.6K 0.06% 173
2021
Q1 		$546K Buy
7,324
+406
+6% +$28K 0.06% 189
2020
Q4 		$448K Buy
6,918
+1,518
+28% +$88.4K 0.05% 190
2020
Q3 		$282K Buy
5,400
+242
+5% +$13K 0.04% 198
2020
Q2 		$292K Buy
5,158
+147
+3% +$7.74K 0.04% 177
2020
Q1 		$228K Buy
5,011
+198
+4% +$11K 0.04% 174
2019
Q4 		$269K Buy
+4,813
New +$250K 0.05% 174

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

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

Visionary Wealth Advisors increased its Blackstone (BX) stake by 1.3% in Q2 2026, buying an estimated $7.93K and bringing the position to 5,275 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #389.

Visionary Wealth Advisors first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $917K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Visionary Wealth Advisors held 5,275 shares of Blackstone worth $621K as of Q2 2026.
  • Visionary Wealth Advisors bought 66 Blackstone shares in Q2 2026, an estimated $7.93K.
  • Blackstone made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • Visionary Wealth Advisors first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Blackstone position peaked at $917K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.