Davis Investment Partners’s Blackstone BX Stock Holding History

Davis Investment Partners’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 Q1	$1.13M	Buy	9,838 +270	+3%	+$35.1K	0.4%	44
2025 Q4	$1.52M	Buy	9,568 +27	+0.3%	+$4.1K	0.53%	32
2025 Q3	$1.6M	Buy	9,541 +1	+0%	+$171	0.55%	30
2025 Q2	$1.46M	Hold	9,540	–	–	0.52%	33
2025 Q1	$1.24M	Hold	9,540	–	–	0.55%	31
2024 Q4	$1.57M	Hold	9,540	–	–	0.66%	27
2024 Q3	$1.45M	Hold	9,540	–	–	0.61%	31
2024 Q2	$1.23M	Hold	9,540	–	–	0.51%	44
2024 Q1	$1.2M	Hold	9,540	–	–	0.53%	33
2023 Q4	$1.17M	Hold	9,540	–	–	0.57%	31
2023 Q3	$994K	Sell	9,540 -130	-1%	-$13.5K	0.53%	32
2023 Q2	$1.04M	Hold	9,670	–	–	0.5%	32
2023 Q1	$785K	Hold	9,670	–	–	0.42%	36
2022 Q4	$933K	Buy	+9,670	New	+$835K	0.47%	34

Other funds holding BX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Davis Investment Partners's BX Position: Q1 2026 in Review

Davis Investment Partners increased its Blackstone (BX) stake by 2.8% in Q1 2026, buying an estimated $35.1K and bringing the position to 9,838 shares worth $1.13M. The position accounts for 0.4% of the portfolio, ranked #44.

Davis Investment Partners first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Davis Investment Partners held 9,838 shares of Blackstone worth $1.13M as of Q1 2026.
Davis Investment Partners bought 270 Blackstone shares in Q1 2026, an estimated $35.1K.
Blackstone made up 0.4% of Davis Investment Partners's portfolio in Q1 2026, its #44 holding.
Davis Investment Partners first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
Davis Investment Partners's Blackstone position peaked at $1.6M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.