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Capital Advisors Ltd’s Blackstone BX Stock Holding History

Capital Advisors Ltd’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 		$375K Buy
3,191
+446
+16% +$53.6K 0.04% 222
2026
Q1 		$316K Sell
2,745
-28
-1% -$3.64K 0.04% 240
2025
Q4 		$427K Buy
2,773
+3
+0.1% +$456 0.05% 194
2025
Q3 		$473K Hold
2,770
– – 0.05% 176
2025
Q2 		$414K Sell
2,770
-27
-1% -$3.71K 0.05% 185
2025
Q1 		$391K Sell
2,797
-4
-0.1% -$649 0.05% 181
2024
Q4 		$483K Buy
2,801
+14
+0.5% +$2.44K 0.06% 158
2024
Q3 		$427K Buy
2,787
+62
+2% +$8.6K 0.05% 178
2024
Q2 		$337K Buy
2,725
+142
+5% +$17.5K 0.04% 201
2024
Q1 		$339K Buy
2,583
+83
+3% +$10.4K 0.04% 207
2023
Q4 		$327K Buy
2,500
+133
+6% +$14.4K 0.05% 200
2023
Q3 		$254K Buy
2,367
+120
+5% +$12.5K 0.04% 221
2023
Q2 		$209K Buy
2,247
+100
+5% +$8.64K 0.03% 248
2023
Q1 		$189K Buy
2,147
+14
+0.7% +$1.24K 0.03% 245
2022
Q4 		$158K Buy
2,133
+27
+1% +$2.33K 0.03% 263
2022
Q3 		$176K Buy
2,106
+159
+8% +$15.4K 0.03% 253
2022
Q2 		$178K Buy
1,947
+916
+89% +$98.9K 0.03% 246
2022
Q1 		$469K Buy
1,031
+523
+103% +$63.8K 0.08% 139
2021
Q4 		$66K Buy
508
+8
+2% +$1.07K 0.01% 338
2021
Q3 		$58K Hold
500
– – 0.01% 316
2021
Q2 		$49K Hold
500
– – 0.01% 317
2021
Q1 		$37K Hold
500
– – 0.01% 314
2020
Q4 		$32K Hold
500
– – 0.01% 314
2020
Q3 		$26K Hold
500
– – 0.01% 320
2020
Q2 		$28K Hold
500
– – 0.01% 302
2020
Q1 		$23K Hold
500
– – 0.01% 304
2019
Q4 		$28K Hold
500
– – 0.01% 286
2019
Q3 		$24K Buy
+500
New +$24.4K 0.01% 294

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

Capital Advisors Ltd's BX Position: Q2 2026 in Review

Capital Advisors Ltd increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $53.6K and bringing the position to 3,191 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #222.

Capital Advisors Ltd first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $483K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Capital Advisors Ltd held 3,191 shares of Blackstone worth $375K as of Q2 2026.
  • Capital Advisors Ltd bought 446 Blackstone shares in Q2 2026, an estimated $53.6K.
  • Blackstone made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #222 holding.
  • Capital Advisors Ltd first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Capital Advisors Ltd's Blackstone position peaked at $483K in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.