CBIZ Investment Advisory Services’s Blackstone BX Stock Holding History

CBIZ Investment Advisory Services’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	$1.96K	Hold	17	–	–	﹤0.01%	342
2026 Q1	$1.96K	Sell	17 -90	-84%	-$11.7K	﹤0.01%	342
2025 Q4	$16.5K	Hold	107	–	–	﹤0.01%	295
2025 Q3	$18.3K	Buy	107 +15	+16%	+$2.57K	﹤0.01%	261
2025 Q2	$13.8K	Sell	92 -60	-39%	-$8.24K	﹤0.01%	306
2025 Q1	$21.2K	Buy	152 +111	+271%	+$18K	﹤0.01%	221
2024 Q4	$7.07K	Hold	41	–	–	﹤0.01%	302
2024 Q3	$6.28K	Hold	41	–	–	﹤0.01%	286
2024 Q2	$5.08K	Buy	+41	New	+$5.04K	﹤0.01%	295

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

CBIZ Investment Advisory Services's BX Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Blackstone (BX) position steady in Q2 2026 at 17 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

CBIZ Investment Advisory Services first reported a position in BX in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.2K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

CBIZ Investment Advisory Services held 17 shares of Blackstone worth $1.96K as of Q2 2026.
CBIZ Investment Advisory Services left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #342 holding.
CBIZ Investment Advisory Services first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Blackstone position peaked at $21.2K in Q1 2025.
2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.