Wealth Enhancement Advisory Services
BX icon

Wealth Enhancement Advisory Services’s Blackstone BX Stock Holding History

Wealth Enhancement Advisory Services’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 		$28.9M Buy
256,063
+22,300
+10% +$2.68M 0.05% 333
2026
Q1 		$24.1M Sell
233,763
-231,850
-50% -$30.2M 0.05% 339
2025
Q4 		$75.7M Buy
465,613
+2,562
+0.6% +$389K 0.1% 192
2025
Q3 		$76.4M Sell
463,051
-9,101
-2% -$1.56M 0.12% 168
2025
Q2 		$73.2M Buy
472,152
+18,446
+4% +$2.53M 0.12% 165
2025
Q1 		$63.4M Sell
453,706
-969
-0.2% -$157K 0.12% 165
2024
Q4 		$78.4M Buy
454,675
+24,940
+6% +$4.35M 0.15% 136
2024
Q3 		$65.8M Sell
429,735
-2,049
-0.5% -$284K 0.14% 144
2024
Q2 		$53.5M Buy
431,784
+7,692
+2% +$947K 0.13% 163
2024
Q1 		$55.7M Sell
424,092
-9,484
-2% -$1.18M 0.14% 145
2023
Q4 		$56.8M Sell
433,576
-21,046
-5% -$2.28M 0.16% 135
2023
Q3 		$48.7M Buy
+454,622
New +$47.3M 0.16% 135
2023
Q2 		– Sell
-5,652
Closed -$496K – 519
2023
Q1 		$496K Sell
5,652
-96,181
-94% -$8.5M 0.01% 389
2022
Q4 		$9.66M Buy
101,833
+98,342
+2,817% +$8.49M 0.12% 86
2022
Q3 		$302K Buy
+3,491
New +$338K ﹤0.01% 296

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's BX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Blackstone (BX) stake by 9.5% in Q2 2026, buying an estimated $2.68M and bringing the position to 256,063 shares worth $28.9M. The position accounts for 0.05% of the portfolio, ranked #333.

Wealth Enhancement Advisory Services first reported a position in BX in Q3 2022 and has held it in 15 quarters since. The position peaked at $78.4M in Q4 2024. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 256,063 shares of Blackstone worth $28.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,300 Blackstone shares in Q2 2026, an estimated $2.68M.
  • Blackstone made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #333 holding.
  • Wealth Enhancement Advisory Services first reported a position in Blackstone in Q3 2022 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Blackstone position peaked at $78.4M in Q4 2024.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.