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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
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

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Apella Capital's BX Position: Q2 2026 in Review

Apella Capital reduced its Blackstone (BX) stake by 3.4% in Q2 2026, selling an estimated $66.4K and leaving 15,727 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #271.

Apella Capital first reported a position in BX in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.1M in Q1 2026. 402 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Apella Capital held 15,727 shares of Blackstone worth $1.9M as of Q2 2026.
  • Apella Capital sold 553 Blackstone shares in Q2 2026, an estimated $66.4K.
  • Blackstone made up 0.03% of Apella Capital's portfolio in Q2 2026, its #271 holding.
  • Apella Capital first reported a position in Blackstone in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Blackstone position peaked at $2.1M in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.