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1620 Investment Advisors’s Blackstone BX Stock Holding History

1620 Investment Advisors’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 		$950K Buy
8,070
+2,826
+54% +$340K 0.59% 37
2026
Q1 		$603K Buy
5,244
+122
+2% +$15.9K 0.41% 71
2025
Q4 		$790K Sell
5,122
-80
-2% -$12.2K 0.53% 53
2025
Q3 		$889K Sell
5,202
-37
-0.7% -$6.34K 0.6% 41
2025
Q2 		$784K Buy
5,239
+173
+3% +$23.8K 0.56% 47
2025
Q1 		$708K Buy
5,066
+62
+1% +$10.1K 0.54% 46
2024
Q4 		$863K Buy
5,004
+20
+0.4% +$3.48K 0.65% 34
2024
Q3 		$763K Buy
4,984
+124
+3% +$17.2K 0.55% 44
2024
Q2 		$602K Buy
4,860
+4,529
+1,368% +$557K 0.46% 56
2024
Q1 		$670K Sell
331
-4,731
-93% -$591K 0.67% 46
2023
Q4 		$663K Buy
5,062
+12
+0.2% +$1.3K 0.72% 43
2023
Q3 		$541K Sell
5,050
-3
-0.1% -$312 0.61% 54
2023
Q2 		$470K Buy
5,053
+30
+0.6% +$2.59K 0.51% 66
2023
Q1 		$441K Buy
5,023
+70
+1% +$6.18K 0.53% 64
2022
Q4 		$367K Buy
4,953
+154
+3% +$13.3K 0.45% 79
2022
Q3 		$402K Buy
4,799
+100
+2% +$9.69K 0.59% 61
2022
Q2 		$429K Sell
4,699
-1,612
-26% -$174K 0.59% 61
2022
Q1 		$817K Hold
6,311
– – 0.89% 35
2021
Q4 		$817K Buy
+6,311
New +$841K 0.91% 35

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1620 Investment Advisors's BX Position: Q2 2026 in Review

1620 Investment Advisors increased its Blackstone (BX) stake by 54% in Q2 2026, buying an estimated $340K and bringing the position to 8,070 shares worth $950K. The position accounts for 0.59% of the portfolio, ranked #37.

1620 Investment Advisors first reported a position in BX in Q4 2021 and has held it in 19 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • 1620 Investment Advisors held 8,070 shares of Blackstone worth $950K as of Q2 2026.
  • 1620 Investment Advisors bought 2,826 Blackstone shares in Q2 2026, an estimated $340K.
  • Blackstone made up 0.59% of 1620 Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • 1620 Investment Advisors first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.