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Advus Financial Partners, LLC’s Blackstone BX Stock Holding History

Advus Financial Partners, LLC’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 		$267K Sell
2,266
-51
-2% -$6.13K 0.06% 214
2026
Q1 		$266K Sell
2,317
-179
-7% -$23.3K 0.07% 199
2025
Q4 		$385K Sell
2,496
-597
-19% -$90.7K 0.09% 153
2025
Q3 		$528K Sell
3,093
-34
-1% -$5.83K 0.13% 122
2025
Q2 		$468K Buy
3,127
+44
+1% +$6.05K 0.12% 127
2025
Q1 		$431K Buy
3,083
+110
+4% +$17.9K 0.12% 118
2024
Q4 		$513K Sell
2,973
-20
-0.7% -$3.48K 0.14% 99
2024
Q3 		$458K Sell
2,993
-481
-14% -$66.7K 0.13% 110
2024
Q2 		$430K Sell
3,474
-537
-13% -$66.1K 0.13% 110
2024
Q1 		$527K Buy
4,011
+106
+3% +$13.2K 0.16% 90
2023
Q4 		$511K Sell
3,905
-201
-5% -$21.7K 0.18% 84
2023
Q3 		$440K Buy
4,106
+221
+6% +$23K 0.17% 80
2023
Q2 		$361K Buy
3,885
+1,054
+37% +$91K 0.14% 94
2023
Q1 		$249K Sell
2,831
-71
-2% -$6.27K 0.1% 120
2022
Q4 		$215K Sell
2,902
-101
-3% -$8.72K 0.09% 142
2022
Q3 		$251K Buy
3,003
+24
+0.8% +$2.32K 0.13% 103
2022
Q2 		$272K Sell
2,979
-96
-3% -$10.4K 0.14% 97
2022
Q1 		$390K Buy
+3,075
New +$375K 0.2% 70
2021
Q3 		$460K Buy
+3,558
New +$413K 0.25% 46

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

Advus Financial Partners, LLC's BX Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Blackstone (BX) stake by 2.2% in Q2 2026, selling an estimated $6.13K and leaving 2,266 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #214.

Advus Financial Partners, LLC first reported a position in BX in Q3 2021 and has held it in 19 quarters since. The position peaked at $528K in Q3 2025. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Advus Financial Partners, LLC held 2,266 shares of Blackstone worth $267K as of Q2 2026.
  • Advus Financial Partners, LLC sold 51 Blackstone shares in Q2 2026, an estimated $6.13K.
  • Blackstone made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #214 holding.
  • Advus Financial Partners, LLC first reported a position in Blackstone in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Blackstone position peaked at $528K in Q3 2025.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.