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Avalon Trust’s Blackstone BX Stock Holding History

Avalon Trust’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 		$266K Sell
2,264
-735
-25% -$88.3K 0.02% 132
2026
Q1 		$345K Buy
2,999
+301
+11% +$39.2K 0.02% 116
2025
Q4 		$416K Sell
2,698
-608
-18% -$92.4K 0.03% 103
2025
Q3 		$565K Buy
3,306
+2,673
+422% +$458K 0.04% 92
2025
Q2 		$94.7K Hold
633
– – 0.01% 201
2025
Q1 		$88.5K Hold
633
– – 0.01% 195
2024
Q4 		$109K Hold
633
– – 0.01% 159
2024
Q3 		$96.9K Hold
633
– – 0.01% 168
2024
Q2 		$78.4K Hold
633
– – 0.01% 178
2024
Q1 		$83.2K Hold
633
– – 0.01% 185
2023
Q4 		$82.9K Hold
633
– – 0.01% 176
2023
Q3 		$67.8K Hold
633
– – 0.01% 172
2023
Q2 		$58.9K Hold
633
– – 0.01% 194
2023
Q1 		$55.6K Buy
+633
New +$55.9K 0.01% 193

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

Avalon Trust's BX Position: Q2 2026 in Review

Avalon Trust reduced its Blackstone (BX) stake by 25% in Q2 2026, selling an estimated $88.3K and leaving 2,264 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #132.

Avalon Trust first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $565K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Avalon Trust held 2,264 shares of Blackstone worth $266K as of Q2 2026.
  • Avalon Trust sold 735 Blackstone shares in Q2 2026, an estimated $88.3K.
  • Blackstone made up 0.02% of Avalon Trust's portfolio in Q2 2026, its #132 holding.
  • Avalon Trust first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Blackstone position peaked at $565K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.