Bank Julius Baer & Co
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Bank Julius Baer & Co’s Blackstone BX Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-700
Closed -$80.5K – 671
2026
Q1 		$80.5K Buy
+700
New +$91.1K ﹤0.01% 563
2025
Q2 		– Sell
-5,000
Closed -$699K – 615
2025
Q1 		$699K Buy
5,000
+469
+10% +$76.1K ﹤0.01% 336
2024
Q4 		$862K Buy
4,531
+313
+7% +$54.5K ﹤0.01% 325
2024
Q3 		$766K Sell
4,218
-275
-6% -$38.2K ﹤0.01% 303
2024
Q2 		$619K Sell
4,493
-507
-10% -$62.4K ﹤0.01% 262
2024
Q1 		$657K Hold
5,000
– – ﹤0.01% 291
2023
Q4 		$655K Sell
5,000
-61
-1% -$6.6K ﹤0.01% 308
2023
Q3 		$542K Buy
5,061
+153
+3% +$15.9K ﹤0.01% 306
2023
Q2 		$456K Sell
4,908
-92
-2% -$7.95K ﹤0.01% 342
2023
Q1 		$439K Buy
5,000
+2,007
+67% +$177K ﹤0.01% 358
2022
Q4 		$222K Sell
2,993
-516
-15% -$44.6K ﹤0.01% 413
2022
Q3 		$294K Sell
3,509
-18
-0.5% -$1.74K ﹤0.01% 374
2022
Q2 		$322K Sell
3,527
-856
-20% -$92.4K ﹤0.01% 373
2022
Q1 		$556K Buy
4,383
+4,096
+1,427% +$500K ﹤0.01% 337
2021
Q4 		$37K Buy
+287
New +$38.3K ﹤0.01% 684

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

Bank Julius Baer & Co's BX Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of Blackstone (BX) in Q2 2026, closing a stake of 700 shares — an estimated $80.5K sold.

Bank Julius Baer & Co first reported a position in BX in Q4 2021 and held it in 15 quarters. The position peaked at $862K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bank Julius Baer & Co reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Bank Julius Baer & Co sold 700 Blackstone shares in Q2 2026, an estimated $80.5K.
  • Bank Julius Baer & Co first reported a position in Blackstone in Q4 2021 and held it in 15 quarters.
  • Bank Julius Baer & Co's Blackstone position peaked at $862K in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.