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Aspen Grove Capital’s Blackstone BX Stock Holding History

Aspen Grove 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 		$1.32M Buy
11,175
+179
+2% +$21.5K 0.19% 59
2026
Q1 		$1.26M Buy
10,996
+15
+0.1% +$1.95K 0.25% 57
2025
Q4 		$1.69M Buy
10,981
+18
+0.2% +$2.73K 0.29% 47
2025
Q3 		$1.87M Buy
10,963
+29
+0.3% +$4.97K 0.32% 47
2025
Q2 		$1.64M Sell
10,934
-1,960
-15% -$269K 0.28% 52
2025
Q1 		$1.8M Buy
12,894
+3,607
+39% +$585K 0.35% 46
2024
Q4 		$1.6M Buy
9,287
+3
+0% +$523 0.34% 48
2024
Q3 		$1.42M Buy
9,284
+4
+0% +$555 0.31% 52
2024
Q2 		$1.15M Buy
9,280
+4
+0% +$492 0.27% 57
2024
Q1 		$1.22M Buy
9,276
+1
+0% +$125 0.34% 50
2023
Q4 		$1.21M Buy
9,275
+96
+1% +$10.4K 0.37% 52
2023
Q3 		$983K Buy
9,179
+608
+7% +$63.3K 0.37% 51
2023
Q2 		$797K Buy
8,571
+1,568
+22% +$135K 0.26% 77
2023
Q1 		$615K Buy
7,003
+272
+4% +$24K 0.27% 75
2022
Q4 		$499K Buy
+6,731
New +$581K 0.23% 79

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

Aspen Grove Capital's BX Position: Q2 2026 in Review

Aspen Grove Capital increased its Blackstone (BX) stake by 1.6% in Q2 2026, buying an estimated $21.5K and bringing the position to 11,175 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #59.

Aspen Grove Capital first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Aspen Grove Capital held 11,175 shares of Blackstone worth $1.32M as of Q2 2026.
  • Aspen Grove Capital bought 179 Blackstone shares in Q2 2026, an estimated $21.5K.
  • Blackstone made up 0.19% of Aspen Grove Capital's portfolio in Q2 2026, its #59 holding.
  • Aspen Grove Capital first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Aspen Grove Capital's Blackstone position peaked at $1.87M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.