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Clearwater Capital Advisors’s Blackstone BX Stock Holding History

Clearwater Capital 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 		$719K Sell
6,113
-219
-3% -$26.3K 0.05% 105
2026
Q1 		$728K Buy
6,332
+2,966
+88% +$386K 0.06% 94
2025
Q4 		$519K Sell
3,366
-28
-0.8% -$4.25K 0.04% 111
2025
Q3 		$580K Sell
3,394
-7
-0.2% -$1.2K 0.05% 106
2025
Q2 		$509K Buy
3,401
+1
+0% +$137 0.05% 109
2025
Q1 		$475K Buy
3,400
+984
+41% +$160K 0.05% 113
2024
Q4 		$417K Sell
2,416
-25
-1% -$4.36K 0.04% 122
2024
Q3 		$374K Buy
2,441
+230
+10% +$31.9K 0.04% 127
2024
Q2 		$274K Buy
2,211
+1
+0% +$123 0.03% 133
2024
Q1 		$290K Buy
2,210
+91
+4% +$11.4K 0.03% 133
2023
Q4 		$277K Sell
2,119
-520
-20% -$56.3K 0.03% 127
2023
Q3 		$283K Sell
2,639
-432
-14% -$45K 0.03% 114
2023
Q2 		$286K Buy
3,071
+264
+9% +$22.8K 0.03% 118
2023
Q1 		$247K Sell
2,807
-890
-24% -$78.6K 0.03% 129
2022
Q4 		$274K Buy
3,697
+1
+0% +$86 0.04% 130
2022
Q3 		$309K Buy
+3,696
New +$358K 0.04% 116
2022
Q2 		– Sell
-3,620
Closed -$460K – 153
2022
Q1 		$460K Buy
3,620
+500
+16% +$61K 0.05% 107
2021
Q4 		$404K Hold
3,120
– – 0.04% 114
2021
Q3 		$363K Sell
3,120
-480
-13% -$55.7K 0.04% 117
2021
Q2 		$350K Sell
3,600
-300
-8% -$26.6K 0.04% 121
2021
Q1 		$291K Buy
+3,900
New +$269K 0.04% 130
2018
Q3 		– Hold
0
– – – 180
2018
Q2 		– Hold
0
– – – 166
2018
Q1 		– Hold
0
– – – 176

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

Clearwater Capital Advisors's BX Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its Blackstone (BX) stake by 3.5% in Q2 2026, selling an estimated $26.3K and leaving 6,113 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #105.

Clearwater Capital Advisors first reported a position in BX in Q1 2021 and has held it in 21 quarters since. The position peaked at $728K in Q1 2026. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Clearwater Capital Advisors held 6,113 shares of Blackstone worth $719K as of Q2 2026.
  • Clearwater Capital Advisors sold 219 Blackstone shares in Q2 2026, an estimated $26.3K.
  • Blackstone made up 0.05% of Clearwater Capital Advisors's portfolio in Q2 2026, its #105 holding.
  • Clearwater Capital Advisors first reported a position in Blackstone in Q1 2021 and has held it in 21 quarters since.
  • Clearwater Capital Advisors's Blackstone position peaked at $728K in Q1 2026.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.