Boston Family Office’s Blackstone BX Stock Holding History

Boston 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	$414K	Sell	3,516 -125	-3%	-$15K	0.03%	242
2026 Q1	$419K	Buy	3,641 +302	+9%	+$39.3K	0.03%	237
2025 Q4	$515K	Buy	3,339 +607	+22%	+$92.2K	0.03%	213
2025 Q3	$467K	Hold	2,732	–	–	0.03%	216
2025 Q2	$409K	Hold	2,732	–	–	0.03%	220
2025 Q1	$382K	Hold	2,732	–	–	0.03%	219
2024 Q4	$471K	Hold	2,732	–	–	0.03%	204
2024 Q3	$418K	Hold	2,732	–	–	0.03%	215
2024 Q2	$338K	Hold	2,732	–	–	0.02%	213
2024 Q1	$359K	Hold	2,732	–	–	0.03%	212
2023 Q4	$358K	Hold	2,732	–	–	0.03%	211
2023 Q3	$293K	Buy	2,732 +350	+15%	+$36.4K	0.02%	222
2023 Q2	$222K	Hold	2,382	–	–	0.02%	238
2023 Q1	$210K	Sell	2,382 -382	-14%	-$33.7K	0.02%	250
2022 Q4	$205K	Sell	2,764 -382	-12%	-$33K	0.02%	260
2022 Q3	$264K	Hold	3,146	–	–	0.02%	236
2022 Q2	$287K	Sell	3,146 -250	-7%	-$27K	0.02%	236
2022 Q1	$431K	Sell	3,396 -250	-7%	-$30.5K	0.03%	218
2021 Q4	$472K	Sell	3,646 -500	-12%	-$66.7K	0.03%	214
2021 Q3	$482K	Hold	4,146	–	–	0.03%	209
2021 Q2	$403K	Hold	4,146	–	–	0.03%	221
2021 Q1	$309K	Hold	4,146	–	–	0.02%	235
2020 Q4	$269K	Hold	4,146	–	–	0.02%	241
2020 Q3	$216K	Hold	4,146	–	–	0.02%	229
2020 Q2	$235K	Buy	+4,146	New	+$218K	0.02%	229
2017 Q4	–	Sell	-8,520	Closed	-$284K	–	262
2017 Q3	$284K	Buy	8,520 +1,850	+28%	+$60.9K	0.03%	233
2017 Q2	$222K	Buy	+6,670	New	+$209K	0.03%	238

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

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

Boston Family Office reduced its Blackstone (BX) stake by 3.4% in Q2 2026, selling an estimated $15K and leaving 3,516 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #242.

Boston Family Office first reported a position in BX in Q2 2017 and has held it in 27 quarters since. The position peaked at $515K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Boston Family Office held 3,516 shares of Blackstone worth $414K as of Q2 2026.
Boston Family Office sold 125 Blackstone shares in Q2 2026, an estimated $15K.
Blackstone made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #242 holding.
Boston Family Office first reported a position in Blackstone in Q2 2017 and has held it in 27 quarters since.
Boston Family Office's Blackstone position peaked at $515K in Q4 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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