Apella Capital
BX icon

Apella Capital’s Blackstone BX Stock Holding History

Apella Capital’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
Q3 		$1.82M Buy
16,297
+570
+4% +$74.6K 0.02% 297
2026
Q2 		$1.9M Sell
15,727
-553
-3% -$66.4K 0.03% 271
2026
Q1 		$2.1M Buy
16,280
+4,521
+38% +$588K 0.03% 251
2025
Q4 		$1.81M Sell
11,759
-128
-1% -$19.5K 0.04% 207
2025
Q3 		$1.88M Buy
11,887
+109
+0.9% +$18.7K 0.04% 188
2025
Q2 		$1.8M Buy
11,778
+3,462
+42% +$476K 0.05% 174
2025
Q1 		$1.14M Sell
8,316
-74
-0.9% -$12K 0.04% 179
2024
Q4 		$1.45M Buy
8,390
+7
+0.1% +$1.22K 0.06% 139
2024
Q3 		$1.28M Buy
8,383
+105
+1% +$14.6K 0.05% 138
2024
Q2 		$1M Sell
8,278
-9
-0.1% -$1.11K 0.04% 148
2024
Q1 		$1.09M Buy
8,287
+75
+0.9% +$9.37K 0.06% 136
2023
Q4 		$1.01M Sell
8,212
-17
-0.2% -$1.84K 0.06% 134
2023
Q3 		$882K Buy
8,229
+56
+0.7% +$5.83K 0.06% 124
2023
Q2 		$760K Buy
+8,173
New +$706K 0.05% 139
2022
Q4 		$611K Sell
8,236
-24
-0.3% -$2.07K 0.06% 141
2022
Q3 		$691K Buy
8,260
+164
+2% +$15.9K 0.08% 111
2022
Q2 		$739K Buy
8,096
+20
+0.2% +$2.16K 0.09% 112
2022
Q1 		$1.02M Buy
8,076
+833
+12% +$102K 0.14% 88
2021
Q4 		$937K Buy
7,243
+1,382
+24% +$184K 0.12% 93
2021
Q3 		$682K Buy
5,861
+25
+0.4% +$2.9K 0.1% 113
2021
Q2 		$567K Buy
5,836
+589
+11% +$52.3K 0.09% 128
2021
Q1 		$391K Buy
5,247
+55
+1% +$3.8K 0.12% 91
2020
Q4 		$336K Buy
5,192
+38
+0.7% +$2.21K 0.12% 98
2020
Q3 		$269K Buy
5,154
+28
+0.5% +$1.5K 0.11% 106
2020
Q2 		$290K Buy
5,126
+276
+6% +$14.5K 0.14% 99
2020
Q1 		$221K Buy
+4,850
New +$268K 0.13% 96

Other funds holding BX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Apella Capital's BX Position: Q3 2026 in Review

Apella Capital increased its Blackstone (BX) stake by 3.6% in Q3 2026, buying an estimated $74.6K and bringing the position to 16,297 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #297.

Apella Capital first reported a position in BX in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.1M in Q1 2026. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Apella Capital held 16,297 shares of Blackstone worth $1.82M as of Q3 2026.
  • Apella Capital bought 570 Blackstone shares in Q3 2026, an estimated $74.6K.
  • Blackstone made up 0.02% of Apella Capital's portfolio in Q3 2026, its #297 holding.
  • Apella Capital first reported a position in Blackstone in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's Blackstone position peaked at $2.1M in Q1 2026.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.