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World Investment Advisors’s Blackstone BX Stock Holding History

World Investment 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 		$8.8M Sell
76,433
-2,260
-3% -$272K 0.15% 158
2026
Q1 		$9.05M Sell
78,693
-1,148
-1% -$149K 0.15% 160
2025
Q4 		$12.3M Sell
79,841
-5,040
-6% -$766K 0.2% 112
2025
Q3 		$14.5M Buy
84,881
+9,563
+13% +$1.64M 0.3% 66
2025
Q2 		$11.3M Buy
75,318
+1,417
+2% +$195K 0.26% 84
2025
Q1 		$10.3M Buy
73,901
+1,078
+1% +$175K 0.27% 84
2024
Q4 		$12.6M Buy
72,823
+3,300
+5% +$575K 0.34% 57
2024
Q3 		$10.6M Buy
69,523
+1,238
+2% +$172K 0.33% 68
2024
Q2 		$8.45M Buy
68,285
+1,324
+2% +$163K 0.53% 43
2024
Q1 		$8.8M Buy
+66,961
New +$8.36M 1.26% 14
2020
Q1 		– Sell
-5,631
Closed -$315K – 145
2019
Q4 		$315K Buy
5,631
+386
+7% +$20K 0.12% 105
2019
Q3 		$256K Buy
+5,245
New +$256K 0.11% 113

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

World Investment Advisors's BX Position: Q2 2026 in Review

World Investment Advisors reduced its Blackstone (BX) stake by 2.9% in Q2 2026, selling an estimated $272K and leaving 76,433 shares worth $8.8M. The position accounts for 0.15% of the portfolio, ranked #158.

World Investment Advisors first reported a position in BX in Q3 2019 and has held it in 12 quarters since. The position peaked at $14.5M in Q3 2025. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • World Investment Advisors held 76,433 shares of Blackstone worth $8.8M as of Q2 2026.
  • World Investment Advisors sold 2,260 Blackstone shares in Q2 2026, an estimated $272K.
  • Blackstone made up 0.15% of World Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • World Investment Advisors first reported a position in Blackstone in Q3 2019 and has held it in 12 quarters since.
  • World Investment Advisors's Blackstone position peaked at $14.5M in Q3 2025.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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