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Calton & Associates’s Blackstone BX Stock Holding History

Calton & Associates’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 		$209K Sell
1,779
-572
-24% -$68.7K 0.03% 401
2026
Q1 		$270K Sell
2,351
-423
-15% -$55K 0.04% 344
2025
Q4 		$428K Sell
2,774
-1
-0% -$152 0.06% 266
2025
Q3 		$474K Buy
2,775
+215
+8% +$36.8K 0.07% 247
2025
Q2 		$383K Buy
2,560
+825
+48% +$113K 0.07% 249
2025
Q1 		$243K Buy
+1,735
New +$282K 0.06% 273
2022
Q1 		– Sell
-1,743
Closed -$225K – 365
2021
Q4 		$225K Sell
1,743
-4,679
-73% -$624K 0.06% 324
2021
Q3 		$747K Buy
6,422
+508
+9% +$59K 0.16% 151
2021
Q2 		$574K Sell
5,914
-270
-4% -$24K 0.11% 181
2021
Q1 		$461K Sell
6,184
-1,427
-19% -$98.5K 0.09% 198
2020
Q4 		$493K Sell
7,611
-2,434
-24% -$142K 0.09% 184
2020
Q3 		$524K Buy
10,045
+762
+8% +$40.8K 0.11% 149
2020
Q2 		$526K Sell
9,283
-2,664
-22% -$140K 0.11% 143
2020
Q1 		$544K Buy
11,947
+305
+3% +$16.9K 0.13% 134
2019
Q4 		$651K Buy
11,642
+344
+3% +$17.8K 0.13% 137
2019
Q3 		$552K Buy
+11,298
New +$551K 0.12% 142

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Calton & Associates's BX Position: Q2 2026 in Review

Calton & Associates reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $68.7K and leaving 1,779 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #401.

Calton & Associates first reported a position in BX in Q3 2019 and has held it in 16 quarters since. The position peaked at $747K in Q3 2021. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Calton & Associates held 1,779 shares of Blackstone worth $209K as of Q2 2026.
  • Calton & Associates sold 572 Blackstone shares in Q2 2026, an estimated $68.7K.
  • Blackstone made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #401 holding.
  • Calton & Associates first reported a position in Blackstone in Q3 2019 and has held it in 16 quarters since.
  • Calton & Associates's Blackstone position peaked at $747K in Q3 2021.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.