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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

BX holding history

Blackstone Inc. in every 13F filed by Outlook Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
2,105
Value
$247.7K
% of portfolio
0.1%
Quarters held
16
Since Q2 2021
Holdings of BX by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,105$247.7K0.1%00.0%UnchangedHolders
Q1 20262,105$242.1K0.1%00.0%UnchangedHolders
Q4 20252,105$324.5K0.1%−50−2.3%ReducedHolders
Q3 20252,155$368.2K0.1%00.0%UnchangedHolders
Q2 20252,155$322.3K0.1%−5−0.2%ReducedHolders
Q1 20252,160$301.9K0.1%−125−5.5%ReducedHolders
Q4 20242,285$394.0K0.1%+175+8.3%AddedHolders
Q3 20242,110$323.1K0.1%00.0%UnchangedHolders
Q2 20242,110$261.2K0.1%−15−0.7%ReducedHolders
Q1 20242,125$279.2K0.1%+20+1.0%AddedHolders
Q4 20232,105$275.6K0.1%00.0%UnchangedHolders
Q3 20232,105$225.5K0.1%+2,105NewHolders
Q2 20220$00.0%−2,152−100.0%Sold outHolders
Q1 20222,152$273.0K0.1%+29+1.4%AddedHolders
Q4 20212,123$275.0K0.1%−47−2.2%ReducedHolders
Q3 20212,170$252.0K0.1%+65+3.1%AddedHolders
Q2 20212,105$204.0K0.1%+2,105NewHolders