Caldwell Trust
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Caldwell Trust’s Blackstone BX Stock Holding History

Caldwell Trust’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
Q3 		$5.71M Buy
50,897
+2,113
+4% +$276K 0.45% 54
2026
Q2 		$5.74M Sell
48,784
-1,148
-2% -$138K 0.46% 54
2026
Q1 		$5.74M Buy
49,932
+1,077
+2% +$140K 0.51% 46
2025
Q4 		$7.53M Buy
48,855
+2,624
+6% +$399K 0.67% 38
2025
Q3 		$7.9M Buy
46,231
+357
+0.8% +$61.2K 0.74% 35
2025
Q2 		$6.86M Buy
45,874
+698
+2% +$95.9K 0.69% 38
2025
Q1 		$6.31M Buy
45,176
+2,173
+5% +$353K 0.68% 38
2024
Q4 		$7.41M Sell
43,003
-950
-2% -$166K 0.77% 35
2024
Q3 		$6.73M Buy
43,953
+309
+0.7% +$42.9K 0.71% 37
2024
Q2 		$5.4M Buy
43,644
+246
+0.6% +$30.3K 0.6% 41
2024
Q1 		$5.7M Buy
43,398
+2,326
+6% +$290K 0.66% 40
2023
Q4 		$5.38M Buy
41,072
+147
+0.4% +$15.9K 0.68% 39
2023
Q3 		$4.38M Buy
40,925
+563
+1% +$58.6K 0.6% 43
2023
Q2 		$3.75M Buy
40,362
+284
+0.7% +$24.5K 0.49% 50
2023
Q1 		$3.52M Buy
40,078
+1,075
+3% +$95K 0.49% 48
2022
Q4 		$2.89M Buy
39,003
+479
+1% +$41.4K 0.41% 60
2022
Q3 		$3.22M Buy
38,524
+584
+2% +$56.6K 0.48% 53
2022
Q2 		$3.46M Buy
37,940
+45
+0.1% +$4.86K 0.48% 57
2022
Q1 		$4.81M Sell
37,895
-329
-0.9% -$40.1K 0.57% 45
2021
Q4 		$4.95M Buy
38,224
+1,350
+4% +$180K 0.57% 44
2021
Q3 		$4.29M Buy
36,874
+4,177
+13% +$485K 0.54% 44
2021
Q2 		$3.18M Buy
32,697
+5,283
+19% +$469K 0.42% 60
2021
Q1 		$2.04M Buy
27,414
+8,186
+43% +$565K 0.28% 82
2020
Q4 		$1.25M Buy
19,228
+2,525
+15% +$147K 0.19% 107
2020
Q3 		$872K Sell
16,703
-246
-1% -$13.2K 0.14% 118
2020
Q2 		$960K Sell
16,949
-706
-4% -$37.2K 0.16% 113
2020
Q1 		$805K Buy
17,655
+1,544
+10% +$85.4K 0.15% 120
2019
Q4 		$901K Buy
+16,111
New +$836K 0.14% 130

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Caldwell Trust's BX Position: Q3 2026 in Review

Caldwell Trust increased its Blackstone (BX) stake by 4.3% in Q3 2026, buying an estimated $276K and bringing the position to 50,897 shares worth $5.71M. The position accounts for 0.45% of the portfolio, ranked #54.

Caldwell Trust first reported a position in BX in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.9M in Q3 2025. 1,246 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Caldwell Trust held 50,897 shares of Blackstone worth $5.71M as of Q3 2026.
  • Caldwell Trust bought 2,113 Blackstone shares in Q3 2026, an estimated $276K.
  • Blackstone made up 0.45% of Caldwell Trust's portfolio in Q3 2026, its #54 holding.
  • Caldwell Trust first reported a position in Blackstone in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Blackstone position peaked at $7.9M in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.