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Choate Investment Advisors’s Blackstone BX Stock Holding History

Choate 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
Q2 		$1.12M Sell
9,555
-345
-3% -$41.5K 0.02% 236
2026
Q1 		$1.14M Sell
9,900
-2,225
-18% -$289K 0.02% 220
2025
Q4 		$1.87M Sell
12,125
-390
-3% -$59.3K 0.04% 164
2025
Q3 		$2.14M Sell
12,515
-2,064
-14% -$354K 0.04% 143
2025
Q2 		$2.18M Sell
14,579
-510
-3% -$70.1K 0.05% 132
2025
Q1 		$2.11M Sell
15,089
-1,753
-10% -$285K 0.05% 131
2024
Q4 		$2.9M Buy
16,842
+3,053
+22% +$532K 0.07% 110
2024
Q3 		$2.11M Buy
13,789
+1,471
+12% +$204K 0.05% 137
2024
Q2 		$1.52M Sell
12,318
-1,110
-8% -$137K 0.04% 150
2024
Q1 		$1.76M Buy
13,428
+23
+0.2% +$2.87K 0.05% 152
2023
Q4 		$1.75M Sell
13,405
-10,638
-44% -$1.15M 0.05% 137
2023
Q3 		$2.58M Buy
24,043
+14,091
+142% +$1.47M 0.1% 92
2023
Q2 		$925K Buy
9,952
+2,552
+34% +$220K 0.04% 145
2023
Q1 		$650K Hold
7,400
– – 0.03% 161
2022
Q4 		$549K Buy
7,400
+700
+10% +$60.5K 0.03% 173
2022
Q3 		$561K Hold
6,700
– – 0.04% 148
2022
Q2 		$612K Sell
6,700
-4,550
-40% -$491K 0.04% 153
2022
Q1 		$1.43M Hold
11,250
– – 0.08% 110
2021
Q4 		$1.46M Buy
11,250
+3,900
+53% +$520K 0.08% 100
2021
Q3 		$856K Hold
7,350
– – 0.05% 140
2021
Q2 		$714K Hold
7,350
– – 0.04% 152
2021
Q1 		$547K Buy
7,350
+2,400
+48% +$166K 0.03% 170
2020
Q4 		$321K Buy
+4,950
New +$288K 0.02% 197
2020
Q1 		– Sell
-3,600
Closed -$201K – 234
2019
Q4 		$201K Buy
+3,600
New +$187K 0.01% 223
2016
Q2 		– Sell
-9,570
Closed -$268K – 233
2016
Q1 		$268K Buy
+9,570
New +$253K 0.02% 206

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Choate Investment Advisors's BX Position: Q2 2026 in Review

Choate Investment Advisors reduced its Blackstone (BX) stake by 3.5% in Q2 2026, selling an estimated $41.5K and leaving 9,555 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #236.

Choate Investment Advisors first reported a position in BX in Q1 2016 and has held it in 25 quarters since. The position peaked at $2.9M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Choate Investment Advisors held 9,555 shares of Blackstone worth $1.12M as of Q2 2026.
  • Choate Investment Advisors sold 345 Blackstone shares in Q2 2026, an estimated $41.5K.
  • Blackstone made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #236 holding.
  • Choate Investment Advisors first reported a position in Blackstone in Q1 2016 and has held it in 25 quarters since.
  • Choate Investment Advisors's Blackstone position peaked at $2.9M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.