CIA
BX icon

Cape Investment Advisory’s Blackstone BX Stock Holding History

Cape Investment Advisory’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 		$578K Buy
4,909
+1,373
+39% +$165K 0.15% 113
2026
Q1 		$407K Buy
3,536
+417
+13% +$54.3K 0.14% 140
2025
Q4 		$481K Buy
3,119
+2,778
+815% +$422K 0.15% 118
2025
Q3 		$58.3K Sell
341
-2,370
-87% -$406K 0.06% 211
2025
Q2 		$406K Buy
2,711
+1,840
+211% +$253K 0.15% 113
2025
Q1 		$122K Buy
871
+5
+0.6% +$812 0.05% 226
2024
Q4 		$149K Buy
866
+811
+1,475% +$141K 0.06% 201
2024
Q3 		$8.43K Buy
55
+30
+120% +$4.16K ﹤0.01% 595
2024
Q2 		$3.1K Buy
25
+9
+56% +$1.11K ﹤0.01% 745
2024
Q1 		$2.1K Buy
+16
New +$2K ﹤0.01% 764

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

Cape Investment Advisory's BX Position: Q2 2026 in Review

Cape Investment Advisory increased its Blackstone (BX) stake by 39% in Q2 2026, buying an estimated $165K and bringing the position to 4,909 shares worth $578K. The position accounts for 0.15% of the portfolio, ranked #113.

Cape Investment Advisory first reported a position in BX in Q1 2024 and has held it in 10 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Cape Investment Advisory held 4,909 shares of Blackstone worth $578K as of Q2 2026.
  • Cape Investment Advisory bought 1,373 Blackstone shares in Q2 2026, an estimated $165K.
  • Blackstone made up 0.15% of Cape Investment Advisory's portfolio in Q2 2026, its #113 holding.
  • Cape Investment Advisory first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.