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Crescent Grove Advisors’s Blackstone BX Stock Holding History

Crescent Grove 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 		$1.24M Sell
10,550
-769
-7% -$92.4K 0.1% 129
2026
Q1 		$1.3M Sell
11,319
-135
-1% -$17.6K 0.13% 121
2025
Q4 		$1.77M Sell
11,454
-200
-2% -$30.4K 0.16% 93
2025
Q3 		$1.99M Sell
11,654
-25
-0.2% -$4.28K 0.19% 81
2025
Q2 		$1.75M Sell
11,679
-510
-4% -$70.1K 0.17% 84
2025
Q1 		$1.7M Hold
12,189
– – 0.18% 80
2024
Q4 		$2.1M Hold
12,189
– – 0.21% 75
2024
Q3 		$1.87M Hold
12,189
– – 0.19% 82
2024
Q2 		$1.51M Sell
12,189
-10
-0.1% -$1.23K 0.17% 84
2024
Q1 		$1.6M Sell
12,199
-895
-7% -$112K 0.17% 84
2023
Q4 		$1.71M Sell
13,094
-715
-5% -$77.4K 0.19% 74
2023
Q3 		$1.48M Sell
13,809
-1,514
-10% -$158K 0.18% 81
2023
Q2 		$1.42M Hold
15,323
– – 0.15% 83
2023
Q1 		$1.35M Hold
15,323
– – 0.16% 84
2022
Q4 		$1.14M Sell
15,323
-2,136
-12% -$184K 0.12% 106
2022
Q3 		$1.46M Buy
17,459
+1,080
+7% +$105K 0.17% 71
2022
Q2 		$1.49M Hold
16,379
– – 0.16% 72
2022
Q1 		$2.08M Buy
16,379
+10
+0.1% +$1.22K 0.2% 58
2021
Q4 		$2.12M Buy
16,369
+5,529
+51% +$737K 0.2% 58
2021
Q3 		$1.26M Hold
10,840
– – 0.13% 90
2021
Q2 		$1.05M Hold
10,840
– – 0.11% 100
2021
Q1 		$808K Hold
10,840
– – 0.09% 106
2020
Q4 		$703K Hold
10,840
– – 0.09% 92
2020
Q3 		$566K Buy
+10,840
New +$580K 0.11% 92

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

Crescent Grove Advisors's BX Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Blackstone (BX) stake by 6.8% in Q2 2026, selling an estimated $92.4K and leaving 10,550 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #129.

Crescent Grove Advisors first reported a position in BX in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.12M in Q4 2021. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Crescent Grove Advisors held 10,550 shares of Blackstone worth $1.24M as of Q2 2026.
  • Crescent Grove Advisors sold 769 Blackstone shares in Q2 2026, an estimated $92.4K.
  • Blackstone made up 0.1% of Crescent Grove Advisors's portfolio in Q2 2026, its #129 holding.
  • Crescent Grove Advisors first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • Crescent Grove Advisors's Blackstone position peaked at $2.12M in Q4 2021.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.