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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Advisory Solutions's BX Position: Q2 2026 in Review

Wealth Advisory Solutions increased its Blackstone (BX) stake by 61% in Q2 2026, buying an estimated $137K and bringing the position to 3,020 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #111.

Wealth Advisory Solutions first reported a position in BX in Q3 2024 and has held it in 7 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Wealth Advisory Solutions held 3,020 shares of Blackstone worth $355K as of Q2 2026.
Wealth Advisory Solutions bought 1,142 Blackstone shares in Q2 2026, an estimated $137K.
Blackstone made up 0.07% of Wealth Advisory Solutions's portfolio in Q2 2026, its #111 holding.
Wealth Advisory Solutions first reported a position in Blackstone in Q3 2024 and has held it in 7 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.