Biltmore Family Office’s Blackstone BX Stock Holding History

Biltmore Family Office’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	$228K	Buy	1,935 +18	+0.9%	+$2.16K	0.03%	240
2026 Q1	$220K	Hold	1,917	–	–	0.03%	232
2025 Q4	$295K	Sell	1,917 -5	-0.3%	-$760	0.04%	194
2025 Q3	$328K	Sell	1,922 -102	-5%	-$17.5K	0.05%	175
2025 Q2	$303K	Buy	2,024 +107	+6%	+$14.7K	0.05%	175
2025 Q1	$268K	Buy	1,917 +400	+26%	+$64.9K	0.05%	180
2024 Q4	$262K	Hold	1,517	–	–	0.04%	181
2024 Q3	$232K	Buy	+1,517	New	+$210K	0.04%	190
2023 Q1	–	Sell	-3,445	Closed	-$256K	–	273
2022 Q4	$256K	Hold	3,445	–	–	0.05%	190
2022 Q3	$288K	Hold	3,445	–	–	0.07%	146
2022 Q2	$314K	Hold	3,445	–	–	0.08%	138
2022 Q1	$437K	Sell	3,445 -6,505	-65%	-$793K	0.09%	124
2021 Q4	$1.29M	Buy	9,950 +8,023	+416%	+$1.07M	0.24%	69
2021 Q3	$224K	Buy	+1,927	New	+$224K	0.05%	165

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

Biltmore Family Office's BX Position: Q2 2026 in Review

Biltmore Family Office increased its Blackstone (BX) stake by 0.94% in Q2 2026, buying an estimated $2.16K and bringing the position to 1,935 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #240.

Biltmore Family Office first reported a position in BX in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.29M in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Biltmore Family Office held 1,935 shares of Blackstone worth $228K as of Q2 2026.
Biltmore Family Office bought 18 Blackstone shares in Q2 2026, an estimated $2.16K.
Blackstone made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #240 holding.
Biltmore Family Office first reported a position in Blackstone in Q3 2021 and has held it in 14 quarters since.
Biltmore Family Office's Blackstone position peaked at $1.29M in Q4 2021.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.