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Coastline Trust’s Blackstone BX Stock Holding History

Coastline 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
Q3 		$1.91M Sell
17,072
-650
-4% -$85K 0.18% 83
2026
Q2 		$2.09M Sell
17,722
-5,674
-24% -$682K 0.18% 86
2026
Q1 		$2.69M Sell
23,396
-6,275
-21% -$816K 0.27% 67
2025
Q4 		$4.57M Sell
29,671
-415
-1% -$63.1K 0.43% 40
2025
Q3 		$5.14M Sell
30,086
-239
-0.8% -$40.9K 0.55% 36
2025
Q2 		$4.54M Buy
30,325
+917
+3% +$126K 0.52% 39
2025
Q1 		$4.11M Buy
29,408
+1,198
+4% +$194K 0.51% 44
2024
Q4 		$4.86M Sell
28,210
-69
-0.2% -$12K 0.57% 39
2024
Q3 		$4.33M Buy
28,279
+2,350
+9% +$326K 0.51% 48
2024
Q2 		$3.21M Sell
25,929
-15
-0.1% -$1.85K 0.38% 58
2024
Q1 		$3.41M Buy
25,944
+1,765
+7% +$220K 0.41% 56
2023
Q4 		$3.17M Buy
24,179
+4,391
+22% +$475K 0.42% 61
2023
Q3 		$2.12M Buy
19,788
+5,228
+36% +$544K 0.31% 82
2023
Q2 		$1.35M Sell
14,560
-1,214
-8% -$105K 0.19% 123
2023
Q1 		$1.39M Sell
15,774
-1,262
-7% -$111K 0.21% 132
2022
Q4 		$1.26M Sell
17,036
-3,310
-16% -$286K 0.19% 141
2022
Q3 		$1.7M Buy
20,346
+4,648
+30% +$450K 0.27% 120
2022
Q2 		$1.43M Buy
15,698
+11,203
+249% +$1.21M 0.21% 148
2022
Q1 		$570K Buy
4,495
+2,790
+164% +$340K 0.07% 230
2021
Q4 		$221K Buy
+1,705
New +$227K 0.03% 317

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Coastline Trust's BX Position: Q3 2026 in Review

Coastline Trust reduced its Blackstone (BX) stake by 3.7% in Q3 2026, selling an estimated $85K and leaving 17,072 shares worth $1.91M. The position accounts for 0.18% of the portfolio, ranked #83.

Coastline Trust first reported a position in BX in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.14M in Q3 2025. 218 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Coastline Trust held 17,072 shares of Blackstone worth $1.91M as of Q3 2026.
  • Coastline Trust sold 650 Blackstone shares in Q3 2026, an estimated $85K.
  • Blackstone made up 0.18% of Coastline Trust's portfolio in Q3 2026, its #83 holding.
  • Coastline Trust first reported a position in Blackstone in Q4 2021 and has held it in 20 quarters since.
  • Coastline Trust's Blackstone position peaked at $5.14M in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.