Contravisory Investment Management’s Blackstone BX Stock Holding History

Contravisory Investment Management’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
2025 Q2	–	Sell	-24	Closed	-$3.35K	–	381
2025 Q1	$3.35K	Hold	24	–	–	﹤0.01%	353
2024 Q4	$4.14K	Hold	24	–	–	﹤0.01%	340
2024 Q3	$3.67K	Hold	24	–	–	﹤0.01%	322
2024 Q2	$2.97K	Hold	24	–	–	﹤0.01%	331
2024 Q1	$3.15K	Hold	24	–	–	﹤0.01%	329
2023 Q4	$3.14K	Buy	+24	New	+$2.6K	﹤0.01%	344
2020 Q4	–	Sell	-862	Closed	-$45K	–	248
2020 Q3	$45K	Hold	862	–	–	0.02%	202
2020 Q2	$50K	Sell	862 -800	-48%	-$42.1K	0.02%	198
2020 Q1	$76K	Buy	+1,662	New	+$91.9K	0.03%	193
2018 Q3	–	Sell	-676	Closed	-$22K	–	296
2018 Q2	$22K	Hold	676	–	–	0.01%	234
2018 Q1	$22K	Buy	676 +16	+2%	+$545	0.01%	231
2017 Q4	$21K	Sell	660 -61	-8%	-$1.99K	0.01%	227
2017 Q3	$24K	Buy	+721	New	+$23.7K	0.01%	218
2017 Q2	–	Sell	-61	Closed	-$2K	–	157
2017 Q1	$2K	Hold	61	–	–	﹤0.01%	260
2016 Q4	$2K	Hold	61	–	–	﹤0.01%	255
2016 Q3	$2K	Buy	+61	New	+$1.61K	﹤0.01%	250
2014 Q2	–	Sell	-581	Closed	-$19K	–	155
2014 Q1	$19K	Buy	+581	New	+$18.5K	﹤0.01%	108

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Contravisory Investment Management's BX Position: Q2 2025 in Review

Contravisory Investment Management sold out of Blackstone (BX) in Q2 2025, closing a stake of 24 shares — an estimated $3.35K sold.

Contravisory Investment Management first reported a position in BX in Q1 2014 and held it in 17 quarters. The position peaked at $76K in Q1 2020. 2,122 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Contravisory Investment Management reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
Contravisory Investment Management sold 24 Blackstone shares in Q2 2025, an estimated $3.35K.
Contravisory Investment Management first reported a position in Blackstone in Q1 2014 and held it in 17 quarters.
Contravisory Investment Management's Blackstone position peaked at $76K in Q1 2020.
2,122 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.