Avity Investment Management’s Blackstone BX Stock Holding History

Avity Investment Management’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	$1.36M	Hold	11,585	–	–	0.09%	65
2026 Q1	$1.33M	Sell	11,585 -150	-1%	-$19.5K	0.1%	65
2025 Q4	$1.81M	Buy	11,735 +150	+1%	+$22.8K	0.13%	56
2025 Q3	$1.98M	Hold	11,585	–	–	0.14%	53
2025 Q2	$1.73M	Hold	11,585	–	–	0.13%	53
2025 Q1	$1.62M	Hold	11,585	–	–	0.13%	51
2024 Q4	$2M	Hold	11,585	–	–	0.16%	49
2024 Q3	$1.77M	Hold	11,585	–	–	0.14%	48
2024 Q2	$1.43M	Hold	11,585	–	–	0.12%	50
2024 Q1	$1.52M	Hold	11,585	–	–	0.13%	48
2023 Q4	$1.52M	Buy	+11,585	New	+$1.25M	0.14%	45

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Avity Investment Management's BX Position: Q2 2026 in Review

Avity Investment Management held its Blackstone (BX) position steady in Q2 2026 at 11,585 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #65.

Avity Investment Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q4 2024. 773 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Avity Investment Management held 11,585 shares of Blackstone worth $1.36M as of Q2 2026.
Avity Investment Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.09% of Avity Investment Management's portfolio in Q2 2026, its #65 holding.
Avity Investment Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Avity Investment Management's Blackstone position peaked at $2M in Q4 2024.
773 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.