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CVA Family Office’s Blackstone BX Stock Holding History

CVA Family Office’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 		$192K Buy
1,629
+407
+33% +$48.9K 0.02% 341
2026
Q1 		$141K Sell
1,222
-95
-7% -$12.4K 0.01% 388
2025
Q4 		$203K Sell
1,317
-8
-0.6% -$1.22K 0.02% 292
2025
Q3 		$226K Buy
1,325
+45
+4% +$7.71K 0.03% 272
2025
Q2 		$191K Sell
1,280
-311
-20% -$42.7K 0.03% 301
2025
Q1 		$222K Buy
1,591
+244
+18% +$39.6K 0.03% 266
2024
Q4 		$232K Buy
1,347
+125
+10% +$21.8K 0.04% 250
2024
Q3 		$187K Buy
1,222
+73
+6% +$10.1K 0.03% 274
2024
Q2 		$142K Buy
1,149
+41
+4% +$5.04K 0.03% 296
2024
Q1 		$146K Buy
1,108
+5
+0.5% +$624 0.03% 295
2023
Q4 		$144K Buy
+1,103
New +$119K 0.03% 282
2023
Q2 		– Sell
-202
Closed -$17.7K – 1017
2023
Q1 		$17.7K Buy
202
+166
+461% +$14.7K ﹤0.01% 609
2022
Q4 		$2.67K Buy
+36
New +$3.11K ﹤0.01% 800
2022
Q3 		– Sell
-800
Closed -$73K – 878
2022
Q2 		$73K Hold
800
– – 0.02% 287
2022
Q1 		$102K Hold
800
– – 0.02% 253
2021
Q4 		$104K Buy
800
+253
+46% +$33.7K 0.03% 246
2021
Q3 		$29K Hold
547
– – 0.02% 229
2021
Q2 		$53K Hold
547
– – 0.02% 353
2021
Q1 		$41K Hold
547
– – 0.02% 294
2020
Q4 		$35K Hold
547
– – 0.02% 224
2020
Q3 		$29K Buy
+547
New +$29.3K 0.02% 229

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

CVA Family Office's BX Position: Q2 2026 in Review

CVA Family Office increased its Blackstone (BX) stake by 33% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,629 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #341.

CVA Family Office first reported a position in BX in Q3 2020 and has held it in 21 quarters since. The position peaked at $232K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • CVA Family Office held 1,629 shares of Blackstone worth $192K as of Q2 2026.
  • CVA Family Office bought 407 Blackstone shares in Q2 2026, an estimated $48.9K.
  • Blackstone made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #341 holding.
  • CVA Family Office first reported a position in Blackstone in Q3 2020 and has held it in 21 quarters since.
  • CVA Family Office's Blackstone position peaked at $232K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.