Covey Capital Advisors’s Blackstone BX Stock Holding History

Covey Capital 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
2025 Q2	$586K	Hold	3,920	–	–	0.63%	36
2025 Q1	$548K	Hold	3,920	–	–	0.63%	31
2024 Q4	$676K	Hold	3,920	–	–	0.77%	27
2024 Q3	$600K	Hold	3,920	–	–	0.66%	30
2024 Q2	$485K	Hold	3,920	–	–	0.56%	29
2024 Q1	$515K	Hold	3,920	–	–	0.62%	27
2023 Q4	$513K	Hold	3,920	–	–	0.65%	25
2023 Q3	$420K	Hold	3,920	–	–	0.6%	26
2023 Q2	$364K	Hold	3,920	–	–	0.53%	25
2023 Q1	$344K	Hold	3,920	–	–	0.55%	24
2022 Q4	$291K	Hold	3,920	–	–	0.47%	27
2022 Q3	$328K	Hold	3,920	–	–	0.56%	26
2022 Q2	$358K	Hold	3,920	–	–	0.53%	25
2022 Q1	$498K	Sell	3,920 -80	-2%	-$9.76K	0.52%	30
2021 Q4	$518K	Hold	4,000	–	–	0.42%	31
2021 Q3	$465K	Buy	+4,000	New	+$464K	0.37%	29
2021 Q2	–	Sell	-4,000	Closed	-$355K	–	32
2021 Q1	$298K	Buy	+4,000	New	+$276K	0.25%	35
2014 Q1	–	Sell	-39,721	Closed	-$1.27M	–	29
2013 Q4	$1.23M	Buy	+39,721	New	+$1.08M	0.7%	23

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Covey Capital Advisors's BX Position: Q2 2025 in Review

Covey Capital Advisors held its Blackstone (BX) position steady in Q2 2025 at 3,920 shares worth $586K. The position accounts for 0.63% of the portfolio, ranked #36.

Covey Capital Advisors first reported a position in BX in Q4 2013 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2013. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Covey Capital Advisors held 3,920 shares of Blackstone worth $586K as of Q2 2025.
Covey Capital Advisors left its Blackstone share count unchanged in Q2 2025.
Blackstone made up 0.63% of Covey Capital Advisors's portfolio in Q2 2025, its #36 holding.
Covey Capital Advisors first reported a position in Blackstone in Q4 2013 and has held it in 18 quarters since.
Covey Capital Advisors's Blackstone position peaked at $1.23M in Q4 2013.
2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.