Question 1

Does United Capital Financial Advisors own BX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, United Capital Financial Advisors holds 89,717 shares of BX (Blackstone), worth $10.6M.

Question 2

How many shares of BX does United Capital Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors holds 89,717 shares of BX (Blackstone).

Question 3

What is United Capital Financial Advisors' BX position worth?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors' BX position is worth $10.6M.

Question 4

Is United Capital Financial Advisors buying or selling BX?

Accepted Answer

In Q2 2026, United Capital Financial Advisors increased its BX position by 2,027 shares (+2.3%).

Question 5

When did United Capital Financial Advisors first buy BX?

Accepted Answer

United Capital Financial Advisors first reported BX in its Q3 2019 13F and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	89,717	+2.3%	$10.6M	0.1%	$116.48	28
2026-Q1	Decreased	87,690	-0.2%	$10.1M	0.1%	$112.78	0
2025-Q4	Increased	87,892	+37.0%	$13.5M	0.1%	$149.45	37
2025-Q3	Increased	64,178	+295.8%	$11M	0.1%	$164.19	45
2025-Q2	Decreased	16,217	-0.8%	$2.4M	0.0%	$142.88	0
2025-Q1	Increased	16,346	+2.0%	$2.3M	0.0%	$132.58	27
2024-Q4	Decreased	16,020	-37.4%	$2.8M	0.0%	$162.16	0
2024-Q3	Decreased	25,587	-0.0%	$3.9M	0.0%	$143.28	0
2024-Q2	Decreased	25,594	-45.3%	$3.2M	0.0%	$115.17	0
2024-Q1	Decreased	46,789	-10.3%	$6.1M	0.1%	$121.39	0
2023-Q4	Decreased	52,133	-42.5%	$6.8M	0.1%	$120.06	0
2023-Q3	Decreased	90,617	-6.9%	$9.7M	0.1%	$97.40	0
2023-Q2	Decreased	97,291	-3.0%	$9M	0.0%	$83.87	0
2023-Q1	Decreased	100,356	-3.5%	$8.8M	0.0%	$78.50	0
2022-Q4	Increased	104,035	+4.8%	$7.7M	0.0%	$65.70	29
2022-Q3	Increased	99,261	+4.1%	$8.3M	0.0%	$73.40	29
2022-Q2	Increased	95,363	+4.0%	$8.7M	0.0%	$79.01	29
2022-Q1	Increased	91,685	+1.6%	$11.6M	0.1%	$108.60	28
2021-Q4	Decreased	90,227	-1.9%	$11.7M	0.1%	$109.50	0
2021-Q3	Decreased	91,948	-3.9%	$10.7M	0.1%	$97.69	0
2021-Q2	Decreased	95,638	-6.7%	$9.3M	0.0%	$81.08	0
2021-Q1	Decreased	102,490	-2.1%	$7.6M	0.0%	$61.64	0
2020-Q4	Decreased	104,684	-0.2%	$6.8M	0.0%	$52.87	0
2020-Q3	Decreased	104,870	-3.8%	$5.5M	0.0%	$42.19	0
2020-Q2	Decreased	109,015	-8.0%	$6.2M	0.0%	$45.48	0
2020-Q1	Decreased	118,548	-12.2%	$5.4M	0.0%	$36.30	0
2019-Q4	Decreased	134,945	-0.8%	$7.5M	0.0%	$44.14	0
2019-Q3	New	135,980	-	$6.6M	0.0%	$38.18	38

BX28 quarters

BX
28 quarters