Capstone Investment Advisors
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Capstone Investment Advisors’s Blackstone BX Stock Holding History

Capstone Investment 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
Q1 		$14.5M Buy
125,947
+74,190
+143% +$9.65M 0.03% 229
2025
Q4 		$7.98M Buy
51,757
+35,672
+222% +$5.42M 0.02% 300
2025
Q3 		$2.75M Sell
16,085
-9,322
-37% -$1.6M 0.01% 654
2025
Q2 		$3.8M Sell
25,407
-163,529
-87% -$22.5M 0.01% 451
2025
Q1 		$26.4M Buy
+188,936
New +$30.7M 0.07% 136
2024
Q4 		– Sell
-12,578
Closed -$2.19M – 1855
2024
Q3 		$1.93M Buy
+12,578
New +$1.74M 0.01% 750
2024
Q2 		– Sell
-564
Closed -$69.4K – 2113
2024
Q1 		$74.1K Buy
+564
New +$70.4K ﹤0.01% 2177
2022
Q1 		– Sell
-100,000
Closed -$12.9M – 2066
2021
Q4 		$12.9M Buy
+100,000
New +$13.3M 0.02% 529
2020
Q1 		– Sell
-1
Closed – – 1159
2019
Q4 		$0 Buy
+1
New +$52 ﹤0.01% 1386

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capstone Investment Advisors increased its Blackstone (BX) stake by 143% in Q1 2026, buying an estimated $9.65M and bringing the position to 125,947 shares worth $14.5M. The position accounts for 0.03% of the portfolio, ranked #229.

Capstone Investment Advisors first reported a position in BX in Q4 2019 and has held it in 9 quarters since. The position peaked at $26.4M in Q1 2025. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Capstone Investment Advisors held 125,947 shares of Blackstone worth $14.5M as of Q1 2026.
  • Capstone Investment Advisors bought 74,190 Blackstone shares in Q1 2026, an estimated $9.65M.
  • Blackstone made up 0.03% of Capstone Investment Advisors's portfolio in Q1 2026, its #229 holding.
  • Capstone Investment Advisors first reported a position in Blackstone in Q4 2019 and has held it in 9 quarters since.
  • Capstone Investment Advisors's Blackstone position peaked at $26.4M in Q1 2025.
  • 2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.