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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
2020
Q1 		– Sell
-50,400
Closed -$2.82M – 418
2019
Q4 		$2.82M Sell
50,400
-2,700
-5% -$140K 0.2% 100
2019
Q3 		$2.59M Buy
+53,100
New +$2.59M 0.14% 88

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors's BX Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Blackstone (BX) stake by 51% in Q1 2026, selling an estimated $654K and leaving 4,847 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Aptus Capital Advisors first reported a position in BX in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.97M in Q1 2022. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Aptus Capital Advisors held 4,847 shares of Blackstone worth $557K as of Q1 2026.
  • Aptus Capital Advisors sold 5,024 Blackstone shares in Q1 2026, an estimated $654K.
  • Blackstone made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #693 holding.
  • Aptus Capital Advisors first reported a position in Blackstone in Q3 2019 and has held it in 16 quarters since.
  • Aptus Capital Advisors's Blackstone position peaked at $3.97M in Q1 2022.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.