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 Q3	$339K	Hold	3,020	–	–	0.07%	110
2026 Q2	$355K	Buy	3,020 +1,142	+61%	+$137K	0.07%	111
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

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Advisory Solutions's BX Position: Q3 2026 in Review

Wealth Advisory Solutions held its Blackstone (BX) position steady in Q3 2026 at 3,020 shares worth $339K. The position accounts for 0.07% of the portfolio, ranked #110.

Wealth Advisory Solutions first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q2 2026. 563 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Wealth Advisory Solutions held 3,020 shares of Blackstone worth $339K as of Q3 2026.
Wealth Advisory Solutions left its Blackstone share count unchanged in Q3 2026.
Blackstone made up 0.07% of Wealth Advisory Solutions's portfolio in Q3 2026, its #110 holding.
Wealth Advisory Solutions first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
Wealth Advisory Solutions's Blackstone position peaked at $355K in Q2 2026.
563 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.