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Wealth Advisory Solutions’s Blackstone BX Stock Holding History

Wealth Advisory Solutions’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 		$216K Buy
1,878
+476
+34% +$61.9K 0.05% 134
2025
Q4 		$216K Buy
1,402
+3
+0.2% +$456 0.05% 131
2025
Q3 		$239K Buy
1,399
+10
+0.7% +$1.71K 0.06% 127
2025
Q2 		$208K Buy
+1,389
New +$191K 0.05% 139
2025
Q1 		– Sell
-1,380
Closed -$238K – 138
2024
Q4 		$238K Buy
1,380
+9
+0.7% +$1.57K 0.07% 116
2024
Q3 		$210K Buy
+1,371
New +$190K 0.06% 120

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 Advisory Solutions's BX Position: Q1 2026 in Review

Wealth Advisory Solutions increased its Blackstone (BX) stake by 34% in Q1 2026, buying an estimated $61.9K and bringing the position to 1,878 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #134.

Wealth Advisory Solutions first reported a position in BX in Q3 2024 and has held it in 6 quarters since. The position peaked at $239K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Wealth Advisory Solutions held 1,878 shares of Blackstone worth $216K as of Q1 2026.
  • Wealth Advisory Solutions bought 476 Blackstone shares in Q1 2026, an estimated $61.9K.
  • Blackstone made up 0.05% of Wealth Advisory Solutions's portfolio in Q1 2026, its #134 holding.
  • Wealth Advisory Solutions first reported a position in Blackstone in Q3 2024 and has held it in 6 quarters since.
  • Wealth Advisory Solutions's Blackstone position peaked at $239K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.