Clearstead Trust’s Blackstone BX Stock Holding History

Clearstead Trust’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	$72.3K	Hold	614	–	–	0.01%	282
2026 Q1	$70.6K	Hold	614	–	–	0.01%	278
2025 Q4	$94.6K	Sell	614 -30	-5%	-$4.56K	0.01%	261
2025 Q3	$110K	Sell	644 -39	-6%	-$6.68K	0.02%	237
2025 Q2	$102K	Buy	683 +30	+5%	+$4.12K	0.02%	240
2025 Q1	$91.3K	Hold	653	–	–	0.02%	217
2024 Q4	$113K	Hold	653	–	–	0.02%	197
2024 Q3	$100K	Hold	653	–	–	0.02%	188
2024 Q2	$80.8K	Hold	653	–	–	0.02%	202
2024 Q1	$85.8K	Hold	653	–	–	0.02%	201
2023 Q4	$85.5K	Hold	653	–	–	0.02%	205
2023 Q3	$70K	Buy	653 +527	+418%	+$54.9K	0.02%	195
2023 Q2	$11.7K	Hold	126	–	–	﹤0.01%	305
2023 Q1	$11.1K	Hold	126	–	–	﹤0.01%	297
2022 Q4	$9K	Hold	126	–	–	﹤0.01%	311
2022 Q3	$11K	Buy	+126	New	+$12.2K	﹤0.01%	281
2019 Q4	–	Sell	-30	Closed	-$1K	–	181
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	186
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	181
2019 Q1	$2K	Sell	30 -30	-50%	-$1K	﹤0.01%	177
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	208
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	185
2018 Q2	$2K	Buy	+60	New	+$1.91K	﹤0.01%	189
2018 Q1	–	Sell	-260	Closed	-$8K	–	129
2017 Q4	$8K	Buy	260 +60	+30%	+$1.95K	0.01%	181
2017 Q3	$7K	Buy	+200	New	+$6.58K	0.01%	199

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

Clearstead Trust's BX Position: Q2 2026 in Review

Clearstead Trust held its Blackstone (BX) position steady in Q2 2026 at 614 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #282.

Clearstead Trust first reported a position in BX in Q3 2017 and has held it in 24 quarters since. The position peaked at $113K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Clearstead Trust held 614 shares of Blackstone worth $72.3K as of Q2 2026.
Clearstead Trust left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #282 holding.
Clearstead Trust first reported a position in Blackstone in Q3 2017 and has held it in 24 quarters since.
Clearstead Trust's Blackstone position peaked at $113K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.