D.J. St. Germain’s Blackstone BX Stock Holding History

D.J. St. Germain’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	$9.77M	Sell	83,045 -1,343	-2%	-$161K	0.35%	72
2026 Q1	$9.7M	Sell	84,388 -6,555	-7%	-$853K	0.38%	69
2025 Q4	$14M	Sell	90,943 -1,326	-1%	-$202K	0.54%	60
2025 Q3	$15.8M	Buy	92,269 +229	+0.2%	+$39.2K	0.63%	56
2025 Q2	$13.8M	Buy	92,040 +3,388	+4%	+$466K	0.59%	57
2025 Q1	$12.4M	Sell	88,652 -2,622	-3%	-$426K	0.58%	58
2024 Q4	$15.7M	Buy	91,274 +1,205	+1%	+$210K	0.72%	45
2024 Q3	$13.8M	Buy	90,069 +1,053	+1%	+$146K	0.63%	53
2024 Q2	$11M	Buy	89,016 +254	+0.3%	+$31.3K	0.53%	61
2024 Q1	$11.7M	Buy	88,762 +558	+0.6%	+$69.7K	0.57%	57
2023 Q4	$11.5M	Buy	88,204 +4,974	+6%	+$538K	0.6%	57
2023 Q3	$8.92M	Sell	83,230 -7,275	-8%	-$758K	0.5%	62
2023 Q2	$8.41M	Buy	+90,505	New	+$7.82M	0.44%	64
2022 Q4	$7.29M	Buy	201,714 +94,514	+88%	+$8.16M	2.45%	16
2022 Q3	$9.78M	Hold	107,200	–	–	0.65%	55
2022 Q2	$9.78M	Buy	107,200 +2,646	+3%	+$286K	0.65%	55
2022 Q1	$13.3M	Sell	104,554 -2,075	-2%	-$253K	0.75%	43
2021 Q4	$13.8M	Buy	106,629 +4,978	+5%	+$664K	0.76%	45
2021 Q3	$11.8M	Sell	101,651 -4,152	-4%	-$482K	0.73%	47
2021 Q2	$10.3M	Hold	105,803	–	–	0.64%	50
2021 Q1	$7.88M	Sell	105,803 -53	-0.1%	-$3.66K	0.53%	54
2020 Q4	$6.86M	Buy	105,856 +989	+0.9%	+$57.6K	0.49%	59
2020 Q3	$5.47M	Sell	104,867 -154	-0.1%	-$8.24K	0.44%	60
2020 Q2	$5.95M	Sell	105,021 -275	-0.3%	-$14.5K	0.52%	55
2020 Q1	$4.8M	Sell	105,296 -1,834	-2%	-$101K	0.47%	59
2019 Q4	$5.99M	Buy	107,130 +102,130	+2,043%	+$5.3M	0.5%	57
2019 Q3	$244K	Buy	+5,000	New	+$244K	0.03%	171

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.J. St. Germain's BX Position: Q2 2026 in Review

D.J. St. Germain reduced its Blackstone (BX) stake by 1.6% in Q2 2026, selling an estimated $161K and leaving 83,045 shares worth $9.77M. The position accounts for 0.35% of the portfolio, ranked #72.

D.J. St. Germain first reported a position in BX in Q3 2019 and has held it in 27 quarters since. The position peaked at $15.8M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

D.J. St. Germain held 83,045 shares of Blackstone worth $9.77M as of Q2 2026.
D.J. St. Germain sold 1,343 Blackstone shares in Q2 2026, an estimated $161K.
Blackstone made up 0.35% of D.J. St. Germain's portfolio in Q2 2026, its #72 holding.
D.J. St. Germain first reported a position in Blackstone in Q3 2019 and has held it in 27 quarters since.
D.J. St. Germain's Blackstone position peaked at $15.8M in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.