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CoreCap Advisors’s Blackstone BX Stock Holding History

CoreCap 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 		$379K Buy
3,219
+58
+2% +$6.97K 0.01% 642
2026
Q1 		$364K Buy
3,161
+91
+3% +$11.8K 0.01% 597
2025
Q4 		$473K Sell
3,070
-71
-2% -$10.8K 0.02% 522
2025
Q3 		$537K Sell
3,141
-6,460
-67% -$1.11M 0.02% 511
2025
Q2 		$1.44M Buy
9,601
+2,574
+37% +$354K 0.06% 270
2025
Q1 		$982K Sell
7,027
-281
-4% -$45.6K 0.04% 334
2024
Q4 		$1.26M Buy
7,308
+4,370
+149% +$761K 0.06% 296
2024
Q3 		$450K Sell
2,938
-12
-0.4% -$1.67K 0.02% 491
2024
Q2 		$365K Sell
2,950
-15,049
-84% -$1.85M 0.04% 273
2024
Q1 		$2.36M Sell
17,999
-700
-4% -$87.4K 0.13% 164
2023
Q4 		$2.45M Sell
18,699
-2,155
-10% -$233K 0.16% 125
2023
Q3 		$2.23M Sell
20,854
-334
-2% -$34.8K 0.16% 127
2023
Q2 		$1.97M Buy
+21,188
New +$1.83M 0.14% 140
2022
Q4 		$1.3M Buy
17,554
+3,380
+24% +$292K 0.09% 204
2022
Q3 		$1.19M Buy
14,174
+2,786
+24% +$270K 0.1% 191
2022
Q2 		$1.04M Buy
11,388
+2,431
+27% +$263K 0.08% 201
2022
Q1 		$1.14M Buy
8,957
+2,630
+42% +$321K 0.08% 199
2021
Q4 		$819K Buy
+6,327
New +$844K 0.05% 269

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

CoreCap Advisors's BX Position: Q2 2026 in Review

CoreCap Advisors increased its Blackstone (BX) stake by 1.8% in Q2 2026, buying an estimated $6.97K and bringing the position to 3,219 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #642.

CoreCap Advisors first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.45M in Q4 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • CoreCap Advisors held 3,219 shares of Blackstone worth $379K as of Q2 2026.
  • CoreCap Advisors bought 58 Blackstone shares in Q2 2026, an estimated $6.97K.
  • Blackstone made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #642 holding.
  • CoreCap Advisors first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Blackstone position peaked at $2.45M in Q4 2023.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.