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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
Q3 		$1.3M Hold
11,585
– – 0.08% 67
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Avity Investment Management's BX Position: Q3 2026 in Review

Avity Investment Management held its Blackstone (BX) position steady in Q3 2026 at 11,585 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #67.

Avity Investment Management first reported a position in BX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2M in Q4 2024. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Avity Investment Management held 11,585 shares of Blackstone worth $1.3M as of Q3 2026.
  • Avity Investment Management left its Blackstone share count unchanged in Q3 2026.
  • Blackstone made up 0.08% of Avity Investment Management's portfolio in Q3 2026, its #67 holding.
  • Avity Investment Management first reported a position in Blackstone in Q4 2023 and has held it in 12 quarters since.
  • Avity Investment Management's Blackstone position peaked at $2M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.