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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
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

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

Coastline Trust's BX Position: Q2 2026 in Review

Coastline Trust reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $682K and leaving 17,722 shares worth $2.09M. The position accounts for 0.18% of the portfolio, ranked #86.

Coastline Trust first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.14M in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Coastline Trust held 17,722 shares of Blackstone worth $2.09M as of Q2 2026.
  • Coastline Trust sold 5,674 Blackstone shares in Q2 2026, an estimated $682K.
  • Blackstone made up 0.18% of Coastline Trust's portfolio in Q2 2026, its #86 holding.
  • Coastline Trust first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Coastline Trust's Blackstone position peaked at $5.14M in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.