Bellecapital’s Blackstone BX Stock Holding History

Bellecapital’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	-1,875	Closed	-$216K	–	129
2026 Q1	$216K	Sell	1,875 -76	-4%	-$9.89K	0.04%	112
2025 Q4	$301K	Hold	1,951	–	–	0.05%	89
2025 Q3	$333K	Hold	1,951	–	–	0.05%	89
2025 Q2	$292K	Hold	1,951	–	–	0.05%	102
2025 Q1	$273K	Buy	+1,951	New	+$317K	0.05%	106

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bellecapital's BX Position: Q2 2026 in Review

Bellecapital sold out of Blackstone (BX) in Q2 2026, closing a stake of 1,875 shares — an estimated $216K sold.

Bellecapital first reported a position in BX in Q1 2025 and held it in 5 quarters. The position peaked at $333K in Q3 2025. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Bellecapital reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
Bellecapital sold 1,875 Blackstone shares in Q2 2026, an estimated $216K.
Bellecapital first reported a position in Blackstone in Q1 2025 and held it in 5 quarters.
Bellecapital's Blackstone position peaked at $333K in Q3 2025.
2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.