Capital Investment Advisory Services’s Blackstone BX Stock Holding History

Capital Investment Advisory Services’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	$297K	Buy	+2,528	New	+$304K	0.02%	587
2023 Q3	–	Sell	-3,638	Closed	-$338K	–	949
2023 Q2	$338K	Sell	3,638 -68	-2%	-$5.87K	0.03%	346
2023 Q1	$326K	Buy	3,706 +278	+8%	+$24.6K	0.04%	344
2022 Q4	$254K	Sell	3,428 -332	-9%	-$28.7K	0.03%	402
2022 Q3	$315K	Buy	3,760 +541	+17%	+$52.4K	0.04%	342
2022 Q2	$294K	Buy	3,219 +1,571	+95%	+$170K	0.04%	359
2022 Q1	$209K	Sell	1,648 -55	-3%	-$6.71K	0.02%	481
2021 Q4	$220K	Sell	1,703 -200	-11%	-$26.7K	0.03%	450
2021 Q3	$221K	Sell	1,903 -2,100	-52%	-$244K	0.03%	426
2021 Q2	$389K	Hold	4,003	–	–	0.05%	321
2021 Q1	$298K	Buy	4,003 +94	+2%	+$6.49K	0.04%	334
2020 Q4	$253K	Buy	3,909 +6	+0.2%	+$349	0.04%	367
2020 Q3	$204K	Buy	+3,903	New	+$209K	0.04%	353
2020 Q1	–	Sell	-3,731	Closed	-$209K	–	567
2019 Q4	$209K	Sell	3,731 -197	-5%	-$10.2K	0.06%	288
2019 Q3	$192K	Buy	+3,928	New	+$192K	0.05%	273
2019 Q2	–	Sell	-5,703	Closed	-$199K	–	1393
2019 Q1	$199K	Hold	5,703	–	–	0.07%	223
2018 Q4	$170K	Sell	5,703 -550	-9%	-$18.2K	0.07%	215
2018 Q3	$238K	Buy	+6,253	New	+$226K	0.11%	188

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Capital Investment Advisory Services's BX Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Blackstone (BX) in Q2 2026: 2,528 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #587 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in BX as recently as Q2 2023.

Capital Investment Advisory Services first reported a position in BX in Q3 2018 and has held it in 18 quarters since. The position peaked at $389K in Q2 2021. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Capital Investment Advisory Services held 2,528 shares of Blackstone worth $297K as of Q2 2026.
Blackstone was a new Capital Investment Advisory Services position in Q2 2026.
Blackstone made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #587 holding.
Capital Investment Advisory Services first reported a position in Blackstone in Q3 2018 and has held it in 18 quarters since.
Capital Investment Advisory Services's Blackstone position peaked at $389K in Q2 2021.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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