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Wealth Alliance’s Blackstone BX Stock Holding History

Wealth Alliance’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 		$586K Buy
5,094
+532
+12% +$69.2K 0.06% 262
2025
Q4 		$703K Sell
4,562
-33
-0.7% -$5.01K 0.07% 244
2025
Q3 		$785K Sell
4,595
-11
-0.2% -$1.89K 0.08% 213
2025
Q2 		$689K Sell
4,606
-188
-4% -$25.8K 0.08% 233
2025
Q1 		$670K Sell
4,794
-393
-8% -$63.8K 0.08% 222
2024
Q4 		$894K Buy
5,187
+2,037
+65% +$355K 0.11% 178
2024
Q3 		$482K Buy
3,150
+508
+19% +$70.5K 0.06% 270
2024
Q2 		$327K Buy
2,642
+155
+6% +$19.1K 0.04% 363
2024
Q1 		$327K Sell
2,487
-19
-0.8% -$2.37K 0.04% 376
2023
Q4 		$328K Sell
2,506
-1,087
-30% -$118K 0.05% 355
2023
Q3 		$385K Sell
3,593
-595
-14% -$62K 0.06% 283
2023
Q2 		$389K Sell
4,188
-226
-5% -$19.5K 0.06% 307
2023
Q1 		$388K Buy
4,414
+368
+9% +$32.5K 0.06% 288
2022
Q4 		$300K Sell
4,046
-1,559
-28% -$135K 0.05% 352
2022
Q3 		$469K Buy
5,605
+460
+9% +$44.5K 0.09% 227
2022
Q2 		$469K Buy
5,145
+1,530
+42% +$165K 0.09% 224
2022
Q1 		$459K Sell
3,615
-1,387
-28% -$169K 0.09% 234
2021
Q4 		$647K Buy
5,002
+814
+19% +$109K 0.13% 177
2021
Q3 		$487K Buy
4,188
+26
+0.6% +$3.02K 0.11% 208
2021
Q2 		$404K Buy
4,162
+324
+8% +$28.8K 0.1% 244
2021
Q1 		$286K Buy
+3,838
New +$265K 0.08% 301

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 Alliance's BX Position: Q1 2026 in Review

Wealth Alliance increased its Blackstone (BX) stake by 12% in Q1 2026, buying an estimated $69.2K and bringing the position to 5,094 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #262.

Wealth Alliance first reported a position in BX in Q1 2021 and has held it in 21 quarters since. The position peaked at $894K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Wealth Alliance held 5,094 shares of Blackstone worth $586K as of Q1 2026.
  • Wealth Alliance bought 532 Blackstone shares in Q1 2026, an estimated $69.2K.
  • Blackstone made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #262 holding.
  • Wealth Alliance first reported a position in Blackstone in Q1 2021 and has held it in 21 quarters since.
  • Wealth Alliance's Blackstone position peaked at $894K in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.