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Chesley Taft & Associates’s Blackstone BX Stock Holding History

Chesley Taft & Associates’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 		$7.83M Buy
66,521
+1,648
+3% +$198K 0.3% 69
2026
Q1 		$7.46M Sell
64,873
-25,402
-28% -$3.3M 0.31% 72
2025
Q4 		$13.9M Sell
90,275
-2,483
-3% -$377K 0.55% 49
2025
Q3 		$15.8M Buy
92,758
+7,926
+9% +$1.36M 0.67% 43
2025
Q2 		$12.7M Sell
84,832
-497
-0.6% -$68.3K 0.57% 50
2025
Q1 		$11.9M Sell
85,329
-5,500
-6% -$893K 0.58% 50
2024
Q4 		$15.7M Buy
90,829
+2,105
+2% +$367K 0.73% 42
2024
Q3 		$13.6M Sell
88,724
-386
-0.4% -$53.5K 0.65% 44
2024
Q2 		$11M Buy
89,110
+38
+0% +$4.68K 0.55% 49
2024
Q1 		$11.7M Buy
89,072
+13,360
+18% +$1.67M 0.6% 48
2023
Q4 		$9.91M Buy
75,712
+25,825
+52% +$2.79M 0.56% 51
2023
Q3 		$5.34M Buy
49,887
+12,690
+34% +$1.32M 0.35% 70
2023
Q2 		$3.46M Buy
37,197
+650
+2% +$56.1K 0.21% 95
2023
Q1 		$3.21M Sell
36,547
-300
-0.8% -$26.5K 0.21% 104
2022
Q4 		$2.73M Sell
36,847
-31,255
-46% -$2.7M 0.19% 117
2022
Q3 		$5.7M Sell
68,102
-1,664
-2% -$161K 0.42% 61
2022
Q2 		$6.37M Sell
69,766
-2,180
-3% -$235K 0.43% 63
2022
Q1 		$8.16M Sell
71,946
-6,540
-8% -$798K 0.48% 56
2021
Q4 		$10.2M Sell
78,486
-636
-0.8% -$84.8K 0.53% 57
2021
Q3 		$9.21M Buy
79,122
+590
+0.8% +$68.5K 0.53% 56
2021
Q2 		$7.63M Buy
78,532
+250
+0.3% +$22.2K 0.44% 64
2021
Q1 		$5.87M Buy
78,282
+34,920
+81% +$2.41M 0.35% 73
2020
Q4 		$2.81M Buy
43,362
+1,795
+4% +$105K 0.18% 102
2020
Q3 		$2.17M Buy
41,567
+1,016
+3% +$54.4K 0.15% 108
2020
Q2 		$2.3M Buy
40,551
+676
+2% +$35.6K 0.17% 100
2020
Q1 		$1.82M Sell
39,875
-33,995
-46% -$1.88M 0.17% 104
2019
Q4 		$4.13M Buy
73,870
+8,225
+13% +$427K 0.3% 76
2019
Q3 		$3.21M Buy
65,645
+29,070
+79% +$1.42M 0.25% 86
2019
Q2 		$1.63M Hold
36,575
– – 0.13% 128
2019
Q1 		$1.28M Buy
36,575
+900
+3% +$30K 0.11% 138
2018
Q4 		$1.06M Sell
35,675
-54,275
-60% -$1.79M 0.1% 146
2018
Q3 		$3.42M Buy
89,950
+200
+0.2% +$7.22K 0.27% 84
2018
Q2 		$2.89M Buy
89,750
+400
+0.4% +$12.7K 0.25% 95
2018
Q1 		$2.85M Buy
+89,350
New +$3.05M 0.25% 93

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Chesley Taft & Associates's BX Position: Q2 2026 in Review

Chesley Taft & Associates increased its Blackstone (BX) stake by 2.5% in Q2 2026, buying an estimated $198K and bringing the position to 66,521 shares worth $7.83M. The position accounts for 0.3% of the portfolio, ranked #69.

Chesley Taft & Associates first reported a position in BX in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.8M in Q3 2025. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Chesley Taft & Associates held 66,521 shares of Blackstone worth $7.83M as of Q2 2026.
  • Chesley Taft & Associates bought 1,648 Blackstone shares in Q2 2026, an estimated $198K.
  • Blackstone made up 0.3% of Chesley Taft & Associates's portfolio in Q2 2026, its #69 holding.
  • Chesley Taft & Associates first reported a position in Blackstone in Q1 2018 and has held it in 34 quarters since.
  • Chesley Taft & Associates's Blackstone position peaked at $15.8M in Q3 2025.
  • 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.