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Wealth Advisors of Tampa Bay’s Blackstone BX Stock Holding History

Wealth Advisors of Tampa Bay’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
Q1 		$3.98M Buy
34,622
+5,899
+21% +$767K 1.32% 32
2025
Q4 		$4.43M Buy
28,723
+1,608
+6% +$244K 1.53% 23
2025
Q3 		$4.63M Buy
27,115
+8,265
+44% +$1.42M 1.54% 24
2025
Q2 		$2.82M Buy
+18,850
New +$2.59M 1.06% 39

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Advisors of Tampa Bay's BX Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its Blackstone (BX) stake by 21% in Q1 2026, buying an estimated $767K and bringing the position to 34,622 shares worth $3.98M. The position accounts for 1.32% of the portfolio, ranked #32.

Wealth Advisors of Tampa Bay first reported a position in BX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.63M in Q3 2025. 2,127 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 34,622 shares of Blackstone worth $3.98M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 5,899 Blackstone shares in Q1 2026, an estimated $767K.
  • Blackstone made up 1.32% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #32 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Blackstone in Q2 2025 and has held it in 4 quarters since.
  • Wealth Advisors of Tampa Bay's Blackstone position peaked at $4.63M in Q3 2025.
  • 2,127 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.