Covestor
BX icon

Covestor’s Blackstone BX Stock Holding History

Covestor’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 		$19K Sell
171
-209
-55% -$27.3K 0.01% 1124
2026
Q2 		$45K Sell
380
-118
-24% -$14.2K 0.03% 840
2026
Q1 		$57K Sell
498
-645
-56% -$83.9K 0.04% 619
2025
Q4 		$176K Buy
1,143
+32
+3% +$4.86K 0.09% 274
2025
Q3 		$190K Sell
1,111
-5
-0.4% -$857 0.1% 234
2025
Q2 		$167K Buy
1,116
+193
+21% +$26.5K 0.1% 262
2025
Q1 		$129K Buy
923
+10
+1% +$1.62K 0.09% 340
2024
Q4 		$157K Sell
913
-159
-15% -$27.7K 0.1% 273
2024
Q3 		$164K Sell
1,072
-73
-6% -$10.1K 0.1% 256
2024
Q2 		$142K Buy
1,145
+895
+358% +$110K 0.09% 302
2024
Q1 		$33K Sell
250
-1
-0.4% -$125 0.02% 1032
2023
Q4 		$33K Buy
251
+4
+2% +$433 0.02% 1004
2023
Q3 		$27K Sell
247
-25
-9% -$2.6K 0.02% 1008
2023
Q2 		$25K Sell
272
-3
-1% -$259 0.02% 1036
2023
Q1 		$24K Sell
275
-2,509
-90% -$222K 0.02% 935
2022
Q4 		$207K Sell
2,784
-401
-13% -$34.6K 0.17% 105
2022
Q3 		$267K Buy
3,185
+294
+10% +$28.5K 0.24% 52
2022
Q2 		$264K Buy
2,891
+365
+14% +$39.4K 0.21% 64
2022
Q1 		$321K Buy
2,526
+2,166
+602% +$264K 0.21% 54
2021
Q4 		$47K Buy
+360
New +$48K 0.07% 574

Other funds holding BX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Covestor's BX Position: Q3 2026 in Review

Covestor reduced its Blackstone (BX) stake by 55% in Q3 2026, selling an estimated $27.3K and leaving 171 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1124.

Covestor first reported a position in BX in Q4 2021 and has held it in 20 quarters since. The position peaked at $321K in Q1 2022. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Covestor held 171 shares of Blackstone worth $19K as of Q3 2026.
  • Covestor sold 209 Blackstone shares in Q3 2026, an estimated $27.3K.
  • Blackstone made up 0.01% of Covestor's portfolio in Q3 2026, its #1124 holding.
  • Covestor first reported a position in Blackstone in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Blackstone position peaked at $321K in Q1 2022.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.