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 Q2	$1.16M	Buy	9,867 +29	+0.3%	+$3.48K	0.35%	46
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 $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

Davis Investment Partners's BX Position: Q2 2026 in Review

Davis Investment Partners increased its Blackstone (BX) stake by 0.29% in Q2 2026, buying an estimated $3.48K and bringing the position to 9,867 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #46.

Davis Investment Partners first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Davis Investment Partners held 9,867 shares of Blackstone worth $1.16M as of Q2 2026.
Davis Investment Partners bought 29 Blackstone shares in Q2 2026, an estimated $3.48K.
Blackstone made up 0.35% of Davis Investment Partners's portfolio in Q2 2026, its #46 holding.
Davis Investment Partners first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
Davis Investment Partners's Blackstone position peaked at $1.6M in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.