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Wealth Preservation Advisors’s Blackstone BX Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-36
Closed -$4.14K – 210
2026
Q1 		$4.14K Sell
36
-165
-82% -$21.5K ﹤0.01% 512
2025
Q4 		$30.9K Buy
201
+2
+1% +$304 0.02% 232
2025
Q3 		$34.1K Hold
199
– – 0.02% 210
2025
Q2 		$29.7K Buy
199
+1
+0.5% +$137 0.02% 218
2025
Q1 		$27.7K Buy
+198
New +$32.1K 0.02% 226

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 Preservation Advisors's BX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Blackstone (BX) in Q2 2026, closing a stake of 36 shares — an estimated $4.14K sold.

Wealth Preservation Advisors first reported a position in BX in Q1 2025 and held it in 5 quarters. The position peaked at $34.1K in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 36 Blackstone shares in Q2 2026, an estimated $4.14K.
  • Wealth Preservation Advisors first reported a position in Blackstone in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Blackstone position peaked at $34.1K in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.