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Aptus Capital Advisors’s Blackstone BX Stock Holding History

Aptus 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 		$984K Buy
8,366
+3,519
+73% +$423K 0.01% 624
2026
Q1 		$557K Sell
4,847
-5,024
-51% -$654K ﹤0.01% 693
2025
Q4 		$1.52M Buy
9,871
+326
+3% +$49.5K 0.01% 496
2025
Q3 		$1.63M Buy
9,545
+446
+5% +$76.4K 0.01% 472
2025
Q2 		$1.36M Buy
9,099
+88
+1% +$12.1K 0.01% 477
2025
Q1 		$1.26M Buy
9,011
+545
+6% +$88.5K 0.01% 467
2024
Q4 		$1.46M Buy
8,466
+78
+0.9% +$13.6K 0.02% 452
2024
Q3 		$1.28M Buy
8,388
+1,284
+18% +$178K 0.02% 369
2024
Q2 		$879K Buy
7,104
+619
+10% +$76.2K 0.02% 413
2024
Q1 		$852K Buy
6,485
+596
+10% +$74.4K 0.02% 420
2023
Q4 		$771K Buy
5,889
+220
+4% +$23.8K 0.02% 321
2023
Q3 		$607K Buy
+5,669
New +$590K 0.02% 354
2022
Q3 		– Sell
-30,718
Closed -$2.8M – 771
2022
Q2 		$2.8M Sell
30,718
-530
-2% -$57.2K 0.07% 153
2022
Q1 		$3.97M Buy
31,248
+4,795
+18% +$585K 0.1% 116
2021
Q4 		$3.42M Buy
+26,453
New +$3.53M 0.1% 128
2020
Q1 		– Sell
-50,400
Closed -$2.82M – 417
2019
Q4 		$2.82M Sell
50,400
-2,700
-5% -$140K 0.2% 99
2019
Q3 		$2.59M Buy
+53,100
New +$2.59M 0.14% 87

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

Aptus Capital Advisors's BX Position: Q2 2026 in Review

Aptus Capital Advisors increased its Blackstone (BX) stake by 73% in Q2 2026, buying an estimated $423K and bringing the position to 8,366 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #624.

Aptus Capital Advisors first reported a position in BX in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.97M in Q1 2022. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Aptus Capital Advisors held 8,366 shares of Blackstone worth $984K as of Q2 2026.
  • Aptus Capital Advisors bought 3,519 Blackstone shares in Q2 2026, an estimated $423K.
  • Blackstone made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #624 holding.
  • Aptus Capital Advisors first reported a position in Blackstone in Q3 2019 and has held it in 17 quarters since.
  • Aptus Capital Advisors's Blackstone position peaked at $3.97M in Q1 2022.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.