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Avory & Company’s Blackstone BX Stock Holding History

Avory & Company’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 		$2.33M Sell
19,769
-2,764
-12% -$332K 2.91% 9
2026
Q1 		$2.59M Buy
22,533
+19,973
+780% +$2.6M 3.35% 8
2025
Q4 		$395K Sell
2,560
-174
-6% -$26.4K 0.25% 23
2025
Q3 		$467K Buy
2,734
+1
+0% +$171 0.28% 18
2025
Q2 		$409K Buy
2,733
+90
+3% +$12.4K 0.25% 22
2025
Q1 		$369K Sell
2,643
-820
-24% -$133K 0.24% 25
2024
Q4 		$597K Sell
3,463
-430
-11% -$74.9K 0.33% 17
2024
Q3 		$596K Sell
3,893
-514
-12% -$71.3K 0.36% 17
2024
Q2 		$546K Buy
4,407
+7
+0.2% +$861 0.38% 17
2024
Q1 		$578K Sell
4,400
-3,681
-46% -$460K 0.39% 17
2023
Q4 		$1.06M Sell
8,081
-569
-7% -$61.6K 0.74% 11
2023
Q3 		$927K Sell
8,650
-2,767
-24% -$288K 0.79% 13
2023
Q2 		$1.06M Buy
11,417
+3,158
+38% +$273K 0.81% 14
2023
Q1 		$726K Buy
8,259
+4,777
+137% +$422K 0.5% 19
2022
Q4 		$258K Buy
3,482
+483
+16% +$41.7K 0.21% 27
2022
Q3 		$251K Buy
+2,999
New +$290K 0.21% 24

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 $3.38T AUM 44.17% 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

Avory & Company's BX Position: Q2 2026 in Review

Avory & Company reduced its Blackstone (BX) stake by 12% in Q2 2026, selling an estimated $332K and leaving 19,769 shares worth $2.33M. The position accounts for 2.91% of the portfolio, ranked #9.

Avory & Company first reported a position in BX in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.59M in Q1 2026. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Avory & Company held 19,769 shares of Blackstone worth $2.33M as of Q2 2026.
  • Avory & Company sold 2,764 Blackstone shares in Q2 2026, an estimated $332K.
  • Blackstone made up 2.91% of Avory & Company's portfolio in Q2 2026, its #9 holding.
  • Avory & Company first reported a position in Blackstone in Q3 2022 and has held it in 16 quarters since.
  • Avory & Company's Blackstone position peaked at $2.59M in Q1 2026.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.