C
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
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 $6.73T 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

Covestor's BX Position: Q2 2026 in Review

Covestor reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $14.2K and leaving 380 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #840.

Covestor first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $321K in Q1 2022. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Covestor held 380 shares of Blackstone worth $45K as of Q2 2026.
  • Covestor sold 118 Blackstone shares in Q2 2026, an estimated $14.2K.
  • Blackstone made up 0.03% of Covestor's portfolio in Q2 2026, its #840 holding.
  • Covestor first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Blackstone position peaked at $321K in Q1 2022.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.