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	$1.36M	Sell	11,600 -22,700	-66%	-$2.73M	﹤0.01%	847
2026 Q1	$3.94M	Buy	34,300 +21,500	+168%	+$2.8M	0.01%	466
2025 Q4	$1.97M	Sell	12,800 -5,200	-29%	-$790K	﹤0.01%	633
2025 Q3	$3.08M	Buy	18,000 +3,200	+22%	+$548K	0.01%	618
2025 Q2	$2.21M	Sell	14,800 -24,500	-62%	-$3.37M	0.01%	612
2025 Q1	$5.49M	Sell	39,300 -27,200	-41%	-$4.41M	0.01%	427
2024 Q4	$11.5M	Buy	66,500 +7,000	+12%	+$1.22M	0.03%	332
2024 Q3	$9.11M	Buy	59,500 +3,500	+6%	+$486K	0.03%	318
2024 Q2	$6.93M	Buy	56,000 +4,700	+9%	+$578K	0.02%	376
2024 Q1	$6.74M	Sell	51,300 -6,200	-11%	-$774K	0.02%	351
2023 Q4	$7.53M	Buy	57,500 +53,400	+1,302%	+$5.78M	0.02%	407
2023 Q3	$439K	Buy	+4,100	New	+$427K	﹤0.01%	1392

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.