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Callan Capital’s Blackstone BX Stock Holding History

Callan Capital’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
2025
Q1 		$1.05M Buy
7,528
+177
+2% +$28.7K 0.08% 116
2024
Q4 		$1.27M Sell
7,351
-404
-5% -$70.4K 0.09% 91
2024
Q3 		$1.19M Sell
7,755
-213
-3% -$29.6K 0.08% 106
2024
Q2 		$986K Buy
7,968
+1,386
+21% +$171K 0.08% 109
2024
Q1 		$865K Buy
6,582
+5
+0.1% +$624 0.08% 107
2023
Q4 		$861K Sell
6,577
-2,914
-31% -$315K 0.08% 102
2023
Q3 		$1.02M Buy
9,491
+1,905
+25% +$198K 0.11% 80
2023
Q2 		$705K Buy
7,586
+1,479
+24% +$128K 0.08% 92
2023
Q1 		$536K Hold
6,107
– – 0.06% 105
2022
Q4 		$453K Buy
+6,107
New +$527K 0.06% 113
2022
Q2 		– Sell
-2,124
Closed -$270K – 115
2022
Q1 		$270K Buy
2,124
+52
+3% +$6.34K 0.04% 103
2021
Q4 		$268K Buy
+2,072
New +$276K 0.04% 114

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Callan Capital's BX Position: Q1 2025 in Review

Callan Capital increased its Blackstone (BX) stake by 2.4% in Q1 2025, buying an estimated $28.7K and bringing the position to 7,528 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #116.

Callan Capital first reported a position in BX in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2024. 2,094 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Callan Capital held 7,528 shares of Blackstone worth $1.05M as of Q1 2025.
  • Callan Capital bought 177 Blackstone shares in Q1 2025, an estimated $28.7K.
  • Blackstone made up 0.08% of Callan Capital's portfolio in Q1 2025, its #116 holding.
  • Callan Capital first reported a position in Blackstone in Q4 2021 and has held it in 12 quarters since.
  • Callan Capital's Blackstone position peaked at $1.27M in Q4 2024.
  • 2,094 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.