Bluefin Capital Management’s Blackstone BX Stock Holding History

Bluefin Capital 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
2021 Q4	–	Sell	-16,700	Closed	-$6K	–	951
2021 Q3	$6K	Hold	16,700	–	–	﹤0.01%	676
2021 Q2	$6K	Buy	+16,700	New	+$1.48M	﹤0.01%	617
2018 Q1	–	Sell	-12,500	Closed	-$1K	–	431
2017 Q4	$1K	Buy	+12,500	New	+$407K	﹤0.01%	466
2017 Q2	–	Sell	-15,000	Closed	-$24K	–	502
2017 Q1	$24K	Buy	+15,000	New	+$451K	﹤0.01%	381
2016 Q1	–	Sell	-323,600	Closed	-$204K	–	498
2015 Q4	$204K	Buy	+323,600	New	+$10.3M	0.02%	412
2015 Q1	–	Sell	-450,194	Closed	-$476K	–	441
2014 Q4	$476K	Buy	450,194 +12,432	+3%	+$389K	0.03%	361
2014 Q3	$934K	Buy	437,762 +434,087	+11,812%	+$14.1M	0.05%	318
2014 Q2	$700K	Buy	+3,675	New	+$113K	0.03%	381

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bluefin Capital Management's BX Position: Q1 2026 in Review

Bluefin Capital Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 3,400 shares — an estimated $524K sold.

Bluefin Capital Management first reported a position in BX in Q4 2013 and held it in 32 quarters. The position peaked at $9.87M in Q1 2015. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Bluefin Capital Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Bluefin Capital Management sold 3,400 Blackstone shares in Q1 2026, an estimated $524K.
Bluefin Capital Management first reported a position in Blackstone in Q4 2013 and held it in 32 quarters.
Bluefin Capital Management's Blackstone position peaked at $9.87M in Q1 2015.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.