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Wealthspire Advisors (New York)’s Blackstone BX Stock Holding History

Wealthspire Advisors (New York)’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 		$3.2M Sell
27,829
-913
-3% -$119K 0.03% 213
2025
Q4 		$4.43M Buy
28,742
+2,852
+11% +$433K 0.04% 176
2025
Q3 		$4.42M Sell
25,890
-190
-0.7% -$32.6K 0.02% 177
2025
Q2 		$3.9M Buy
26,080
+331
+1% +$45.5K 0.02% 181
2025
Q1 		$3.6M Buy
25,749
+1,005
+4% +$163K 0.02% 187
2024
Q4 		$4.27M Sell
24,744
-1,286
-5% -$224K 0.04% 152
2024
Q3 		$3.99M Buy
26,030
+1,194
+5% +$166K 0.04% 162
2024
Q2 		$3.07M Buy
24,836
+1,194
+5% +$147K 0.04% 149
2024
Q1 		$3.11M Sell
23,642
-14
-0.1% -$1.75K 0.04% 146
2023
Q4 		$3.1M Sell
23,656
-1,466
-6% -$159K 0.04% 146
2023
Q3 		$2.69M Buy
25,122
+1,350
+6% +$141K 0.04% 139
2023
Q2 		$2.21M Sell
23,772
-14,217
-37% -$1.23M 0.04% 144
2023
Q1 		$3.34M Sell
37,989
-70
-0.2% -$6.18K 0.06% 114
2022
Q4 		$2.82M Buy
38,059
+587
+2% +$50.7K 0.05% 126
2022
Q3 		$3.14M Sell
37,472
-207
-0.5% -$20K 0.07% 115
2022
Q2 		$3.44M Buy
37,679
+1,024
+3% +$111K 0.07% 109
2022
Q1 		$4.65M Sell
36,655
-487
-1% -$59.4K 0.1% 75
2021
Q4 		$4.81M Sell
37,142
-947
-2% -$126K 0.11% 85
2021
Q3 		$4.43M Buy
38,089
+11,539
+43% +$1.34M 0.09% 99
2021
Q2 		$2.58M Sell
26,550
-18,228
-41% -$1.62M 0.07% 97
2021
Q1 		$3.34M Buy
44,778
+12,023
+37% +$830K 0.08% 118
2020
Q4 		$2.12M Buy
32,755
+23,842
+267% +$1.39M 0.06% 130
2020
Q3 		$465K Buy
8,913
+2,021
+29% +$108K 0.03% 190
2020
Q2 		$391K Sell
6,892
-21,306
-76% -$1.12M 0.03% 177
2020
Q1 		$1.28M Buy
+28,198
New +$1.56M 0.05% 166
2019
Q1 		– Sell
-600
Closed -$18K – 159
2018
Q4 		$18K Buy
+600
New +$19.8K ﹤0.01% 359

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

Wealthspire Advisors (New York)'s BX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Blackstone (BX) stake by 3.2% in Q1 2026, selling an estimated $119K and leaving 27,829 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #213.

Wealthspire Advisors (New York) first reported a position in BX in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.81M in Q4 2021. 2,127 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Wealthspire Advisors (New York) held 27,829 shares of Blackstone worth $3.2M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 913 Blackstone shares in Q1 2026, an estimated $119K.
  • Blackstone made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #213 holding.
  • Wealthspire Advisors (New York) first reported a position in Blackstone in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Blackstone position peaked at $4.81M in Q4 2021.
  • 2,127 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.