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
Q2 		$15.5M Buy
132,114
+6,167
+5% +$741K 0.03% 254
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
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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's BX Position: Q2 2026 in Review

Capstone Investment Advisors increased its Blackstone (BX) stake by 4.9% in Q2 2026, buying an estimated $741K and bringing the position to 132,114 shares worth $15.5M. The position accounts for 0.03% of the portfolio, ranked #254.

Capstone Investment Advisors first reported a position in BX in Q4 2019 and has held it in 10 quarters since. The position peaked at $26.4M in Q1 2025. 2,163 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Capstone Investment Advisors held 132,114 shares of Blackstone worth $15.5M as of Q2 2026.
  • Capstone Investment Advisors bought 6,167 Blackstone shares in Q2 2026, an estimated $741K.
  • Blackstone made up 0.03% of Capstone Investment Advisors's portfolio in Q2 2026, its #254 holding.
  • Capstone Investment Advisors first reported a position in Blackstone in Q4 2019 and has held it in 10 quarters since.
  • Capstone Investment Advisors's Blackstone position peaked at $26.4M in Q1 2025.
  • 2,163 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.