Worth Financial Advisory Group’s Blackstone BX Stock Holding History

Worth Financial Advisory 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	$397K	Buy	3,373 +3,208	+1,944%	+$385K	0.17%	132
2026 Q1	$280K	Sell	165 -3,406	-95%	-$443K	0.12%	46
2025 Q4	$551K	Buy	3,571 +22	+0.6%	+$3.34K	0.27%	89
2025 Q3	$606K	Buy	3,549 +59	+2%	+$10.1K	0.34%	73
2025 Q2	$522K	Buy	3,490 +24	+0.7%	+$3.3K	0.32%	77
2025 Q1	$485K	Sell	3,466 -2,310	-40%	-$375K	0.31%	80
2024 Q4	$996K	Sell	5,776 -29	-0.5%	-$5.05K	0.61%	42
2024 Q3	$889K	Buy	5,805 +438	+8%	+$60.8K	0.52%	49
2024 Q2	$664K	Buy	5,367 +262	+5%	+$32.2K	0.44%	56
2024 Q1	$671K	Buy	5,105 +606	+13%	+$75.7K	0.46%	60
2023 Q4	$589K	Sell	4,499 -151	-3%	-$16.3K	0.47%	56
2023 Q3	$498K	Buy	4,650 +367	+9%	+$38.2K	0.45%	59
2023 Q2	$398K	Buy	4,283 +458	+12%	+$39.6K	0.37%	74
2023 Q1	$336K	Buy	3,825 +137	+4%	+$12.1K	0.32%	83
2022 Q4	$274K	Buy	+3,688	New	+$318K	0.32%	83

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Worth Financial Advisory Group's BX Position: Q2 2026 in Review

Worth Financial Advisory Group increased its Blackstone (BX) stake by 1,944% in Q2 2026, buying an estimated $385K and bringing the position to 3,373 shares worth $397K. The position accounts for 0.17% of the portfolio, ranked #132.

Worth Financial Advisory Group first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $996K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Worth Financial Advisory Group held 3,373 shares of Blackstone worth $397K as of Q2 2026.
Worth Financial Advisory Group bought 3,208 Blackstone shares in Q2 2026, an estimated $385K.
Blackstone made up 0.17% of Worth Financial Advisory Group's portfolio in Q2 2026, its #132 holding.
Worth Financial Advisory Group first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
Worth Financial Advisory Group's Blackstone position peaked at $996K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.