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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
Q3 		$370K Buy
3,298
+102
+3% +$13.3K 0.05% 147
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Alliance Advisory Group's BX Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Blackstone (BX) stake by 3.2% in Q3 2026, buying an estimated $13.3K and bringing the position to 3,298 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #147.

Wealth Alliance Advisory Group first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $498K in Q4 2021. 223 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Wealth Alliance Advisory Group held 3,298 shares of Blackstone worth $370K as of Q3 2026.
  • Wealth Alliance Advisory Group bought 102 Blackstone shares in Q3 2026, an estimated $13.3K.
  • Blackstone made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #147 holding.
  • Wealth Alliance Advisory Group first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance Advisory Group's Blackstone position peaked at $498K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.