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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
Q2 		$6.18M Buy
52,520
+24,691
+89% +$2.97M 0.03% 229
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 $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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s BX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Blackstone (BX) stake by 89% in Q2 2026, buying an estimated $2.97M and bringing the position to 52,520 shares worth $6.18M. The position accounts for 0.03% of the portfolio, ranked #229.

Wealthspire Advisors (New York) first reported a position in BX in Q4 2018 and has held it in 27 quarters since. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wealthspire Advisors (New York) held 52,520 shares of Blackstone worth $6.18M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 24,691 Blackstone shares in Q2 2026, an estimated $2.97M.
  • Blackstone made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #229 holding.
  • Wealthspire Advisors (New York) first reported a position in Blackstone in Q4 2018 and has held it in 27 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.