Wealth Enhancement Advisory Services
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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
2024
Q4 		– Sell
-3,400
Closed -$93.2K – 2969
2024
Q3 		$93.2K Buy
+3,400
New +$472K ﹤0.01% 2570

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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. 1,417 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.
  • 1,417 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.