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Corient IA’s Blackstone BX Stock Holding History

Corient IA’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 		$239K Hold
2,030
– – 0.22% 146
2026
Q1 		$233K Sell
2,030
-470
-19% -$61.1K 0.22% 177
2025
Q4 		$385K Hold
2,500
– – 0.36% 113
2025
Q3 		$427K Hold
2,500
– – 0.32% 124
2025
Q2 		$374K Hold
2,500
– – 0.22% 183
2025
Q1 		$349K Buy
+2,500
New +$406K 0.25% 168

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

Corient IA's BX Position: Q2 2026 in Review

Corient IA held its Blackstone (BX) position steady in Q2 2026 at 2,030 shares worth $239K. The position accounts for 0.22% of the portfolio, ranked #146.

Corient IA first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $427K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Corient IA held 2,030 shares of Blackstone worth $239K as of Q2 2026.
  • Corient IA left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.22% of Corient IA's portfolio in Q2 2026, its #146 holding.
  • Corient IA first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Blackstone position peaked at $427K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.