Annis Gardner Whiting Capital Advisors’s Blackstone BX Stock Holding History

Annis Gardner Whiting Capital 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	$243K	Buy	2,063 +31	+2%	+$3.73K	0.04%	311
2026 Q1	$234K	Sell	2,032 -21	-1%	-$2.73K	0.04%	287
2025 Q4	$316K	Buy	2,053 +1,579	+333%	+$240K	0.06%	240
2025 Q3	$81K	Buy	474 +24	+5%	+$4.11K	0.02%	424
2025 Q2	$67.3K	Buy	450 +292	+185%	+$40.1K	0.02%	371
2025 Q1	$22.1K	Sell	158 -192	-55%	-$31.2K	0.01%	443
2024 Q4	$60.3K	Hold	350	–	–	0.02%	329
2024 Q3	$53.6K	Sell	350 -114	-25%	-$15.8K	0.02%	357
2024 Q2	$57.4K	Buy	464 +10	+2%	+$1.23K	0.02%	381
2024 Q1	$59.6K	Sell	454 -16	-3%	-$2K	0.02%	362
2023 Q4	$61.5K	Hold	470	–	–	0.03%	280
2023 Q3	$50.4K	Buy	+470	New	+$48.9K	0.03%	284

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Blackstone (BX) stake by 1.5% in Q2 2026, buying an estimated $3.73K and bringing the position to 2,063 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #311.

Annis Gardner Whiting Capital Advisors first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $316K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 2,063 shares of Blackstone worth $243K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 31 Blackstone shares in Q2 2026, an estimated $3.73K.
Blackstone made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #311 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's Blackstone position peaked at $316K in Q4 2025.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.