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Wiser Advisor Group’s Blackstone BX Stock Holding History

Wiser Advisor Group’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 		$1.05M Buy
8,963
+214
+2% +$25.7K 1.15% 29
2026
Q1 		$1.01M Buy
8,749
+8,645
+8,313% +$1.12M 1.22% 30
2025
Q4 		$16K Buy
+104
New +$15.8K 0.02% 145
2024
Q2 		– Sell
-61
Closed -$8.06K – 304
2024
Q1 		$8.06K Hold
61
– – 0.01% 203
2023
Q4 		$7.98K Buy
+61
New +$6.6K 0.01% 196

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

Wiser Advisor Group's BX Position: Q2 2026 in Review

Wiser Advisor Group increased its Blackstone (BX) stake by 2.4% in Q2 2026, buying an estimated $25.7K and bringing the position to 8,963 shares worth $1.05M. The position accounts for 1.15% of the portfolio, ranked #29.

Wiser Advisor Group first reported a position in BX in Q4 2023 and has held it in 5 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wiser Advisor Group held 8,963 shares of Blackstone worth $1.05M as of Q2 2026.
  • Wiser Advisor Group bought 214 Blackstone shares in Q2 2026, an estimated $25.7K.
  • Blackstone made up 1.15% of Wiser Advisor Group's portfolio in Q2 2026, its #29 holding.
  • Wiser Advisor Group first reported a position in Blackstone in Q4 2023 and has held it in 5 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.