Capital Investment Advisors’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.71M Sell
14,882
-171
-1% -$22.2K 0.03% 261
2025
Q4
$2.32M Buy
15,053
+1,113
+8% +$169K 0.04% 216
2025
Q3
$2.38M Buy
13,940
+41
+0.3% +$7.03K 0.04% 209
2025
Q2
$2.08M Buy
13,899
+127
+0.9% +$17.4K 0.04% 221
2025
Q1
$1.93M Buy
13,772
+1,636
+13% +$266K 0.04% 219
2024
Q4
$2.09M Buy
12,136
+194
+2% +$33.8K 0.04% 202
2024
Q3
$1.83M Sell
11,942
-167
-1% -$23.2K 0.04% 222
2024
Q2
$1.5M Sell
12,109
-2,969
-20% -$365K 0.03% 238
2024
Q1
$1.98M Buy
15,078
+360
+2% +$45K 0.05% 193
2023
Q4
$1.93M Sell
14,718
-2,186
-13% -$237K 0.05% 191
2023
Q3
$1.81M Buy
16,904
+2,796
+20% +$291K 0.05% 190
2023
Q2
$1.31M Sell
14,108
-940
-6% -$81.2K 0.04% 206
2023
Q1
$1.32M Sell
15,048
-1,883
-11% -$166K 0.04% 210
2022
Q4
$1.26M Sell
16,931
-2,343
-12% -$202K 0.04% 223
2022
Q3
$1.61M Sell
19,274
-401
-2% -$38.8K 0.06% 193
2022
Q2
$1.79M Sell
19,675
-720
-4% -$77.8K 0.06% 187
2022
Q1
$2.59M Buy
20,395
+1,060
+5% +$129K 0.08% 165
2021
Q4
$2.5M Sell
19,335
-433
-2% -$57.7K 0.08% 166
2021
Q3
$2.3M Sell
19,768
-792
-4% -$91.9K 0.08% 174
2021
Q2
$2M Buy
20,560
+4,837
+31% +$430K 0.07% 181
2021
Q1
$1.17M Buy
15,723
+204
+1% +$14.1K 0.04% 233
2020
Q4
$1.01M Buy
15,519
+714
+5% +$41.6K 0.04% 242
2020
Q3
$773K Buy
14,805
+1,976
+15% +$106K 0.04% 262
2020
Q2
$727K Buy
12,829
+1,443
+13% +$75.9K 0.04% 265
2020
Q1
$519K Sell
11,386
-2,584
-18% -$143K 0.03% 276
2019
Q4
$781K Sell
13,970
-17
-0.1% -$882 0.04% 271
2019
Q3
$683K Buy
13,987
+578
+4% +$28.2K 0.04% 267
2019
Q2
$596K Buy
13,409
+587
+5% +$23.4K 0.03% 281
2019
Q1
$448K Sell
12,822
-1,108
-8% -$37K 0.03% 315
2018
Q4
$415K Buy
13,930
+5,935
+74% +$196K 0.03% 311
2018
Q3
$304K Buy
7,995
+393
+5% +$14.2K 0.02% 388
2018
Q2
$245K Sell
7,602
-38
-0.5% -$1.21K 0.02% 420
2018
Q1
$244K Buy
7,640
+94
+1% +$3.21K 0.02% 419
2017
Q4
$242K Sell
7,546
-328
-4% -$10.7K 0.02% 415
2017
Q3
$263K Buy
7,874
+568
+8% +$18.7K 0.02% 394
2017
Q2
$244K Buy
+7,306
New +$229K 0.02% 406

Other funds holding BX

Capital Investment Advisors's BX Position: Q1 2026 in Review

Capital Investment Advisors reduced its Blackstone (BX) stake by 1.1% in Q1 2026, selling an estimated $22.2K and leaving 14,882 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #261.

Capital Investment Advisors first reported a position in BX in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.59M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Capital Investment Advisors held 14,882 shares of Blackstone worth $1.71M as of Q1 2026.
  • Capital Investment Advisors sold 171 Blackstone shares in Q1 2026, an estimated $22.2K.
  • Blackstone made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #261 holding.
  • Capital Investment Advisors first reported a position in Blackstone in Q2 2017 and has held it in 36 quarters since.
  • Capital Investment Advisors's Blackstone position peaked at $2.59M in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.