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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

BX holding history

Blackstone Inc. in every 13F filed by Amplius 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)
129,420
Value
$15.2M
% of portfolio
1.1%
Quarters held
19
Since Q4 2021
Holdings of BX by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129,420$15.2M1.1%+724+0.6%AddedHolders
Q1 2026128,696$14.8M1.2%+1,870+1.5%AddedHolders
Q4 2025126,826$19.5M1.6%+1,005+0.8%AddedHolders
Q3 2025125,821$21.5M1.9%−2,720−2.1%ReducedHolders
Q2 2025128,541$19.2M1.8%+1,069+0.8%AddedHolders
Q1 2025127,472$17.8M1.9%−430−0.3%ReducedHolders
Q4 2024127,902$22.1M2.3%−1,012−0.8%ReducedHolders
Q3 2024128,914$19.7M2.2%+1,377+1.1%AddedHolders
Q2 2024127,537$15.8M1.8%+160.0%AddedHolders
Q1 2024127,521$16.8M1.9%−356−0.3%ReducedHolders
Q4 2023127,877$16.7M2.0%−1,002−0.8%ReducedHolders
Q3 2023128,879$13.8M1.9%−9,188−6.7%ReducedHolders
Q2 2023138,067$12.8M1.7%−17,632−11.3%ReducedHolders
Q1 2023155,699$13.7M2.0%−401−0.3%ReducedHolders
Q4 2022156,100$11.6M1.8%+22,988+17.3%AddedHolders
Q3 2022133,112$11.1M2.0%+8,854+7.1%AddedHolders
Q2 2022124,258$11.3M1.8%00.0%UnchangedHolders
Q1 2022124,258$15.8M2.4%00.0%UnchangedHolders
Q4 2021124,258$16.1M2.2%–No prior filingHolders