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Waverly Advisors’s Blackstone BX Stock Holding History

Waverly 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 		$17.1M Buy
145,297
+7,246
+5% +$871K 0.1% 198
2026
Q1 		$15.9M Buy
138,051
+10,778
+8% +$1.4M 0.12% 170
2025
Q4 		$19.6M Buy
127,273
+96,473
+313% +$14.7M 0.16% 131
2025
Q3 		$5.26M Sell
30,800
-11,297
-27% -$1.94M 0.05% 313
2025
Q2 		$6.3M Buy
42,097
+12,959
+44% +$1.78M 0.07% 265
2025
Q1 		$4.07M Buy
29,138
+1,430
+5% +$232K 0.05% 335
2024
Q4 		$4.78M Buy
27,708
+5,204
+23% +$907K 0.07% 226
2024
Q3 		$3.45M Buy
22,504
+1,141
+5% +$158K 0.06% 243
2024
Q2 		$2.64M Buy
21,363
+1,324
+7% +$163K 0.05% 269
2024
Q1 		$2.63M Buy
20,039
+15,300
+323% +$1.91M 0.06% 221
2023
Q4 		$620K Buy
4,739
+822
+21% +$88.9K 0.02% 272
2023
Q3 		$420K Buy
3,917
+1,150
+42% +$120K 0.02% 281
2023
Q2 		$257K Buy
2,767
+219
+9% +$18.9K 0.01% 317
2023
Q1 		$224K Buy
+2,548
New +$225K 0.01% 268
2018
Q1 		– Sell
-9,149
Closed -$293K – 208
2017
Q4 		$293K Buy
9,149
+287
+3% +$9.35K 0.04% 197
2017
Q3 		$296K Buy
8,862
+90
+1% +$2.96K 0.06% 180
2017
Q2 		$293K Buy
+8,772
New +$275K 0.07% 176
2016
Q4 		– Sell
-8,926
Closed -$228K – 121
2016
Q3 		$228K Buy
+8,926
New +$236K 0.1% 86
2015
Q4 		– Sell
-1,538
Closed -$48K – 169
2015
Q3 		$48K Buy
1,538
+99
+7% +$3.58K 0.03% 141
2015
Q2 		$58K Buy
1,439
+29
+2% +$1.19K 0.04% 119
2015
Q1 		$54K Buy
1,410
+34
+2% +$1.23K 0.03% 118
2014
Q4 		$46K Buy
1,376
+20
+1% +$626 0.02% 124
2014
Q3 		$42K Buy
1,356
+22
+2% +$716 0.02% 238
2014
Q2 		$44K Buy
1,334
+15
+1% +$463 0.02% 247
2014
Q1 		$43K Buy
+1,319
New +$42.1K 0.02% 234

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

Waverly Advisors's BX Position: Q2 2026 in Review

Waverly Advisors increased its Blackstone (BX) stake by 5.2% in Q2 2026, buying an estimated $871K and bringing the position to 145,297 shares worth $17.1M. The position accounts for 0.1% of the portfolio, ranked #198.

Waverly Advisors first reported a position in BX in Q1 2014 and has held it in 25 quarters since. The position peaked at $19.6M in Q4 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Waverly Advisors held 145,297 shares of Blackstone worth $17.1M as of Q2 2026.
  • Waverly Advisors bought 7,246 Blackstone shares in Q2 2026, an estimated $871K.
  • Blackstone made up 0.1% of Waverly Advisors's portfolio in Q2 2026, its #198 holding.
  • Waverly Advisors first reported a position in Blackstone in Q1 2014 and has held it in 25 quarters since.
  • Waverly Advisors's Blackstone position peaked at $19.6M in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.