Callan Family Office’s Blackstone BX Stock Holding History

Callan 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	$3.84M	Sell	32,638 -15,400	-32%	-$1.85M	0.08%	236
2026 Q1	$5.52M	Sell	48,038 -19,766	-29%	-$2.57M	0.13%	177
2025 Q4	$10.5M	Buy	67,804 +16,369	+32%	+$2.49M	0.22%	87
2025 Q3	$8.79M	Sell	51,435 -1,737	-3%	-$298K	0.28%	71
2025 Q2	$7.95M	Buy	53,172 +14,240	+37%	+$1.96M	0.25%	84
2025 Q1	$5.44M	Buy	38,932 +28,573	+276%	+$4.64M	0.41%	53
2024 Q4	$1.79M	Buy	10,359 +8,078	+354%	+$1.41M	0.11%	168
2024 Q3	$349K	Sell	2,281 -136	-6%	-$18.9K	0.06%	130
2024 Q2	$299K	Buy	+2,417	New	+$297K	0.06%	119
2024 Q1	–	Sell	-2,018	Closed	-$264K	–	91
2023 Q4	$264K	Buy	2,018 +46	+2%	+$4.98K	0.07%	85
2023 Q3	$211K	Sell	1,972 -240	-11%	-$25K	0.06%	83
2023 Q2	$206K	Buy	+2,212	New	+$191K	0.05%	107

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

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

Callan Family Office reduced its Blackstone (BX) stake by 32% in Q2 2026, selling an estimated $1.85M and leaving 32,638 shares worth $3.84M. The position accounts for 0.08% of the portfolio, ranked #236.

Callan Family Office first reported a position in BX in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q4 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Callan Family Office held 32,638 shares of Blackstone worth $3.84M as of Q2 2026.
Callan Family Office sold 15,400 Blackstone shares in Q2 2026, an estimated $1.85M.
Blackstone made up 0.08% of Callan Family Office's portfolio in Q2 2026, its #236 holding.
Callan Family Office first reported a position in Blackstone in Q2 2023 and has held it in 12 quarters since.
Callan Family Office's Blackstone position peaked at $10.5M in Q4 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.