Calamos Wealth Management’s Blackstone BX Stock Holding History

Calamos Wealth 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
2026 Q2	$1.48M	Sell	12,578 -1,360	-10%	-$163K	0.04%	170
2026 Q1	$1.6M	Buy	13,938 +7,085	+103%	+$922K	0.06%	158
2025 Q4	$1.06M	Buy	6,853 +291	+4%	+$44.2K	0.04%	187
2025 Q3	$1.12M	Buy	6,562 +3,254	+98%	+$558K	0.04%	175
2025 Q2	$495K	Sell	3,308 -188	-5%	-$25.8K	0.02%	240
2025 Q1	$489K	Buy	+3,496	New	+$567K	0.02%	212
2021 Q4	–	Sell	-2,226	Closed	-$259K	–	326
2021 Q3	$259K	Sell	2,226 -2,178	-49%	-$253K	0.02%	294
2021 Q2	$428K	Buy	4,404 +715	+19%	+$63.5K	0.03%	242
2021 Q1	$275K	Hold	3,689	–	–	0.02%	274
2020 Q4	$239K	Buy	+3,689	New	+$215K	0.02%	266

Other funds holding BX

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCP

Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Calamos Wealth Management's BX Position: Q2 2026 in Review

Calamos Wealth Management reduced its Blackstone (BX) stake by 9.8% in Q2 2026, selling an estimated $163K and leaving 12,578 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #170.

Calamos Wealth Management first reported a position in BX in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.6M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Calamos Wealth Management held 12,578 shares of Blackstone worth $1.48M as of Q2 2026.
Calamos Wealth Management sold 1,360 Blackstone shares in Q2 2026, an estimated $163K.
Blackstone made up 0.04% of Calamos Wealth Management's portfolio in Q2 2026, its #170 holding.
Calamos Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 10 quarters since.
Calamos Wealth Management's Blackstone position peaked at $1.6M in Q1 2026.
1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.