BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Blackstone BX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$5.73M	Sell	48,680 -327	-0.7%	-$39.3K	0.77%	16
2026 Q1	$5.64M	Sell	49,007 -83	-0.2%	-$10.8K	0.76%	15
2025 Q4	$7.57M	Sell	49,090 -462	-0.9%	-$70.2K	1%	12
2025 Q3	$8.47M	Buy	49,552 +4,013	+9%	+$688K	1.2%	10
2025 Q2	$6.81M	Buy	45,539 +22	+0%	+$3.02K	1.07%	12
2025 Q1	$6.36M	Sell	45,517 -36	-0.1%	-$5.84K	1.06%	11
2024 Q4	$7.85M	Sell	45,553 -4,152	-8%	-$723K	1.33%	9
2024 Q3	$7.61M	Buy	+49,705	New	+$6.9M	1.2%	9

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 $3.38T AUM 44.17% 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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s BX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Blackstone (BX) stake by 0.67% in Q2 2026, selling an estimated $39.3K and leaving 48,680 shares worth $5.73M. The position accounts for 0.77% of the portfolio, ranked #16.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.47M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold BX as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 48,680 shares of Blackstone worth $5.73M as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 327 Blackstone shares in Q2 2026, an estimated $39.3K.
Blackstone made up 0.77% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #16 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Blackstone position peaked at $8.47M in Q3 2025.
2,171 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.