Wealth Alliance Advisory Group’s Blackstone BX Stock Holding History

Wealth Alliance Advisory Group’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	$376K	Buy	3,196 +4	+0.1%	+$481	0.05%	139
2026 Q1	$367K	Buy	3,192 +426	+15%	+$55.4K	0.06%	142
2025 Q4	$426K	Buy	2,766 +4	+0.1%	+$608	0.07%	127
2025 Q3	$472K	Hold	2,762	–	–	0.09%	116
2025 Q2	$413K	Sell	2,762 -38	-1%	-$5.22K	0.08%	123
2025 Q1	$391K	Sell	2,800 -58	-2%	-$9.41K	0.08%	129
2024 Q4	$493K	Hold	2,858	–	–	0.1%	108
2024 Q3	$438K	Hold	2,858	–	–	0.09%	116
2024 Q2	$354K	Sell	2,858 -79	-3%	-$9.72K	0.08%	134
2024 Q1	$386K	Sell	2,937 -108	-4%	-$13.5K	0.09%	129
2023 Q4	$399K	Hold	3,045	–	–	0.1%	119
2023 Q3	$326K	Sell	3,045 -548	-15%	-$57.1K	0.1%	126
2023 Q2	$334K	Hold	3,593	–	–	0.12%	119
2023 Q1	$316K	Sell	3,593 -2	-0.1%	-$177	0.12%	117
2022 Q4	$267K	Sell	3,595 -150	-4%	-$13K	0.1%	125
2022 Q3	$313K	Sell	3,745 -30	-0.8%	-$2.9K	0.14%	96
2022 Q2	$344K	Sell	3,775 -75	-2%	-$8.1K	0.16%	91
2022 Q1	$489K	Hold	3,850	–	–	0.21%	77
2021 Q4	$498K	Hold	3,850	–	–	0.22%	77
2021 Q3	$448K	Hold	3,850	–	–	0.22%	77
2021 Q2	$374K	Hold	3,850	–	–	0.18%	92
2021 Q1	$287K	Hold	3,850	–	–	0.15%	110
2020 Q4	$250K	Hold	3,850	–	–	0.14%	119
2020 Q3	$201K	Hold	3,850	–	–	0.12%	120
2020 Q2	$218K	Buy	+3,850	New	+$203K	0.13%	108
2020 Q1	–	Sell	-4,210	Closed	-$236K	–	122
2019 Q4	$236K	Buy	+4,210	New	+$218K	0.13%	114

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 Alliance Advisory Group's BX Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Blackstone (BX) stake by 0.13% in Q2 2026, buying an estimated $481 and bringing the position to 3,196 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #139.

Wealth Alliance Advisory Group first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $498K in Q4 2021. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Wealth Alliance Advisory Group held 3,196 shares of Blackstone worth $376K as of Q2 2026.
Wealth Alliance Advisory Group bought 4 Blackstone shares in Q2 2026, an estimated $481.
Blackstone made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #139 holding.
Wealth Alliance Advisory Group first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
Wealth Alliance Advisory Group's Blackstone position peaked at $498K in Q4 2021.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.