Clifford Swan Investment Counsel’s Blackstone BX Stock Holding History

Clifford Swan Investment Counsel’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	$571K	Sell	4,851 -18	-0.4%	-$2.16K	0.02%	213
2026 Q1	$560K	Hold	4,869	–	–	0.02%	203
2025 Q4	$751K	Sell	4,869 -100	-2%	-$15.2K	0.02%	191
2025 Q3	$849K	Sell	4,969 -41	-0.8%	-$7.03K	0.03%	188
2025 Q2	$749K	Buy	5,010 +3	+0.1%	+$412	0.03%	190
2025 Q1	$700K	Sell	5,007 -40	-0.8%	-$6.49K	0.03%	191
2024 Q4	$870K	Sell	5,047 -270	-5%	-$47K	0.03%	183
2024 Q3	$814K	Sell	5,317 -199	-4%	-$27.6K	0.03%	190
2024 Q2	$683K	Sell	5,516 -85	-2%	-$10.5K	0.03%	196
2024 Q1	$736K	Sell	5,601 -75	-1%	-$9.37K	0.03%	188
2023 Q4	$743K	Buy	5,676 +1,191	+27%	+$129K	0.03%	188
2023 Q3	$481K	Sell	4,485 -50	-1%	-$5.21K	0.02%	212
2023 Q2	$422K	Hold	4,535	–	–	0.02%	226
2023 Q1	$398K	Buy	4,535 +38	+0.8%	+$3.36K	0.02%	231
2022 Q4	$334K	Sell	4,497 -119	-3%	-$10.3K	0.01%	243
2022 Q3	$386K	Sell	4,616 -95	-2%	-$9.2K	0.02%	230
2022 Q2	$430K	Buy	4,711 +16	+0.3%	+$1.73K	0.02%	236
2022 Q1	$596K	Sell	4,695 -980	-17%	-$120K	0.02%	216
2021 Q4	$734K	Sell	5,675 -50	-0.9%	-$6.67K	0.03%	210
2021 Q3	$788K	Sell	5,725 -500	-8%	-$58K	0.03%	204
2021 Q2	$727K	Sell	6,225 -1,050	-14%	-$93.2K	0.03%	203
2021 Q1	$542K	Sell	7,275 -20	-0.3%	-$1.38K	0.02%	218
2020 Q4	$473K	Sell	7,295 -135	-2%	-$7.86K	0.02%	226
2020 Q3	$388K	Sell	7,430 -555	-7%	-$29.7K	0.02%	234
2020 Q2	$452K	Sell	7,985 -1,115	-12%	-$58.7K	0.02%	217
2020 Q1	$415K	Sell	9,100 -354	-4%	-$19.6K	0.03%	210
2019 Q4	$529K	Hold	9,454	–	–	0.03%	212
2019 Q3	$462K	Buy	+9,454	New	+$461K	0.02%	213

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

Clifford Swan Investment Counsel's BX Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Blackstone (BX) stake by 0.37% in Q2 2026, selling an estimated $2.16K and leaving 4,851 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #213.

Clifford Swan Investment Counsel first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $870K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Clifford Swan Investment Counsel held 4,851 shares of Blackstone worth $571K as of Q2 2026.
Clifford Swan Investment Counsel sold 18 Blackstone shares in Q2 2026, an estimated $2.16K.
Blackstone made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #213 holding.
Clifford Swan Investment Counsel first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
Clifford Swan Investment Counsel's Blackstone position peaked at $870K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.