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Trace Wealth Advisors, LLC → BX
Trace Wealth Advisors, LLC BX Position History
Blackstone Inc. • Financial Services
Quarters held
9
Latest value
$1.1M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $441K |
| Q4 2025 | $424K |
| Q4 2025 | $1.1M |
| Q1 2026 | $609K |
| Q1 2026 | $1.1M |
| Q2 2026 | $624K |
| Q2 2026 | $1.2M |
| Q3 2026 | $594K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 4.9K | — | — |
| Q3 2026 | $594K | 5.3K | — | — |
| Q2 2026 | $1.2M | 4.9K | — | — |
| Q2 2026 | $624K | 5.3K | — | — |
| Q1 2026 | $1.1M | 4.9K | — | — |
| Q1 2026 | $609K | 5.3K | — | — |
| Q4 2025 | $1.1M | 4.9K | — | — |
| Q4 2025 | $424K | 2.8K | — | — |
| Q3 2025 | $441K | 2.6K | — | — |
Other funds holding BX
$10.9B
$9.9B
$9.8B
$5.4B
$5.3B
$4.9B
$4.6B