Carnegie Lake Advisors’s Blackstone BX Stock Holding History

Carnegie Lake 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	$1.16M	Hold	9,900	–	–	0.43%	58
2026 Q1	$1.14M	Buy	9,900 +1,345	+16%	+$175K	0.45%	50
2025 Q4	$1.32M	Hold	8,555	–	–	0.5%	50
2025 Q3	$1.46M	Hold	8,555	–	–	0.56%	47
2025 Q2	$1.28M	Sell	8,555 -1,100	-11%	-$151K	0.51%	55
2025 Q1	$1.35M	Hold	9,655	–	–	0.55%	52
2024 Q4	$1.67M	Hold	9,655	–	–	0.67%	42
2024 Q3	$1.48M	Buy	+9,655	New	+$1.34M	0.58%	44

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 $3.37T AUM 44.26% 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

Carnegie Lake Advisors's BX Position: Q2 2026 in Review

Carnegie Lake Advisors held its Blackstone (BX) position steady in Q2 2026 at 9,900 shares worth $1.16M. The position accounts for 0.43% of the portfolio, ranked #58.

Carnegie Lake Advisors first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Carnegie Lake Advisors held 9,900 shares of Blackstone worth $1.16M as of Q2 2026.
Carnegie Lake Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.43% of Carnegie Lake Advisors's portfolio in Q2 2026, its #58 holding.
Carnegie Lake Advisors first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Blackstone position peaked at $1.67M in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.