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	$9.74M	Buy	84,700 +26,700	+46%	+$3.47M	0.02%	293
2025 Q4	$8.94M	Sell	58,000 -25,300	-30%	-$3.84M	0.02%	286
2025 Q3	$14.2M	Buy	83,300 +29,300	+54%	+$5.02M	0.03%	256
2025 Q2	$8.08M	Sell	54,000 -15,300	-22%	-$2.1M	0.02%	302
2025 Q1	$9.69M	Sell	69,300 -29,100	-30%	-$4.72M	0.03%	307
2024 Q4	$17M	Buy	98,400 +34,900	+55%	+$6.08M	0.04%	245
2024 Q3	$9.72M	Buy	63,500 +8,600	+16%	+$1.19M	0.03%	306
2024 Q2	$6.8M	Buy	54,900 +24,600	+81%	+$3.03M	0.02%	380
2024 Q1	$3.98M	Sell	30,300 -4,800	-14%	-$599K	0.01%	525
2023 Q4	$4.6M	Buy	35,100 +31,600	+903%	+$3.42M	0.01%	553
2023 Q3	$375K	Buy	+3,500	New	+$364K	﹤0.01%	1475
2020 Q1	–	Sell	-35,100	Closed	-$1.96M	–	1160
2019 Q4	$1.96M	Hold	35,100	–	–	0.01%	836
2019 Q3	$1.71M	Hold	35,100	–	–	0.01%	772
2019 Q2	$1.56M	Buy	+35,100	New	+$1.4M	0.01%	812

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.