Atlas Capital Advisors’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$192K Sell
1,631
-2,001
-55% -$240K 0.02% 474
2026
Q1
$418K Buy
3,632
+32
+0.9% +$4.16K 0.05% 287
2025
Q4
$555K Buy
+3,600
New +$547K 0.06% 244
2025
Q2
$538K Hold
3,600
0.07% 240
2025
Q1
$503K Hold
3,600
0.06% 257
2024
Q4
$621K Buy
3,600
+2,000
+125% +$348K 0.08% 202
2024
Q3
$245K Sell
1,600
-2,000
-56% -$277K 0.04% 346
2024
Q2
$446K Sell
3,600
-11,199
-76% -$1.38M 0.06% 244
2024
Q1
$1.94M Buy
14,799
+46
+0.3% +$5.75K 0.3% 69
2023
Q4
$1.93M Buy
14,753
+11,084
+302% +$1.2M 0.28% 68
2023
Q3
$393K Buy
3,669
+69
+2% +$7.18K 0.06% 235
2023
Q2
$335K Hold
3,600
0.05% 272
2023
Q1
$316K Buy
3,600
+400
+13% +$35.3K 0.05% 273
2022
Q4
$237K Sell
3,200
-700
-18% -$60.5K 0.04% 314
2022
Q3
$326K Buy
3,900
+700
+22% +$67.8K 0.06% 249
2022
Q2
$292K Hold
3,200
0.05% 288
2022
Q1
$406K Sell
3,200
-600
-16% -$73.2K 0.06% 238
2021
Q4
$492K Hold
3,800
0.07% 217
2021
Q3
$442K Sell
3,800
-300
-7% -$34.8K 0.07% 219
2021
Q2
$398K Hold
4,100
0.07% 244
2021
Q1
$306K Hold
4,100
0.06% 266
2020
Q4
$266K Hold
4,100
0.06% 263
2020
Q3
$214K Hold
4,100
0.05% 280
2020
Q2
$232K Hold
4,100
0.05% 281
2020
Q1
$187K Sell
4,100
-400
-9% -$22.1K 0.06% 277
2019
Q4
$252K Hold
4,500
0.06% 287
2019
Q3
$220K Sell
4,500
-2,500
-36% -$122K 0.07% 298
2019
Q2
$311K Hold
7,000
0.1% 233
2019
Q1
$245K Buy
7,000
+1,000
+17% +$33.4K 0.09% 237
2018
Q4
$179K Sell
6,000
-2,000
-25% -$66.1K 0.07% 271
2018
Q3
$312K Buy
8,000
+3,000
+60% +$108K 0.1% 235
2018
Q2
$179K Buy
5,000
+2,100
+72% +$66.8K 0.06% 282
2018
Q1
$92.7K Buy
+2,900
New +$98.9K 0.03% 357

Other funds holding BX

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

Atlas Capital Advisors reduced its Blackstone (BX) stake by 55% in Q2 2026, selling an estimated $240K and leaving 1,631 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #474.

Atlas Capital Advisors first reported a position in BX in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.94M in Q1 2024. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Atlas Capital Advisors held 1,631 shares of Blackstone worth $192K as of Q2 2026.
  • Atlas Capital Advisors sold 2,001 Blackstone shares in Q2 2026, an estimated $240K.
  • Blackstone made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #474 holding.
  • Atlas Capital Advisors first reported a position in Blackstone in Q1 2018 and has held it in 33 quarters since.
  • Atlas Capital Advisors's Blackstone position peaked at $1.94M in Q1 2024.
  • 2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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