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Capital Performance Advisors’s Blackstone BX Stock Holding History

Capital Performance Advisors’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 		$1.92M Buy
16,298
+6,807
+72% +$818K 0.12% 80
2026
Q1 		$1.09M Sell
9,491
-612
-6% -$79.6K 0.07% 117
2025
Q4 		$1.56M Buy
10,103
+3,538
+54% +$538K 0.11% 85
2025
Q3 		$1.12M Buy
6,565
+3,441
+110% +$590K 0.18% 66
2025
Q2 		$467K Sell
3,124
-190
-6% -$26.1K 0.09% 113
2025
Q1 		$463K Buy
3,314
+616
+23% +$100K 0.1% 111
2024
Q4 		$465K Buy
2,698
+9
+0.3% +$1.57K 0.15% 60
2024
Q3 		$412K Buy
2,689
+32
+1% +$4.44K 0.13% 61
2024
Q2 		$329K Sell
2,657
-2
-0.1% -$246 0.12% 61
2024
Q1 		$349K Buy
2,659
+63
+2% +$7.87K 0.13% 55
2023
Q4 		$340K Sell
2,596
-4
-0.2% -$433 0.15% 46
2023
Q3 		$279K Hold
2,600
– – 0.14% 43
2023
Q2 		$242K Hold
2,600
– – 0.12% 45
2023
Q1 		$228K Buy
+2,600
New +$230K 0.12% 45
2022
Q4 		– Sell
-2,600
Closed -$218K – 52
2022
Q3 		$218K Hold
2,600
– – 0.14% 39
2022
Q2 		$237K Hold
2,600
– – 0.15% 39
2022
Q1 		$330K Hold
2,600
– – 0.19% 32
2021
Q4 		$310K Buy
+2,600
New +$347K 0.19% 32

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 Performance Advisors's BX Position: Q2 2026 in Review

Capital Performance Advisors increased its Blackstone (BX) stake by 72% in Q2 2026, buying an estimated $818K and bringing the position to 16,298 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #80.

Capital Performance Advisors first reported a position in BX in Q4 2021 and has held it in 18 quarters since. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Capital Performance Advisors held 16,298 shares of Blackstone worth $1.92M as of Q2 2026.
  • Capital Performance Advisors bought 6,807 Blackstone shares in Q2 2026, an estimated $818K.
  • Blackstone made up 0.12% of Capital Performance Advisors's portfolio in Q2 2026, its #80 holding.
  • Capital Performance Advisors first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.