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	$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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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. 2,127 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.
2,127 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.