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Disciplined Investors’s Blackstone BX Stock Holding History

Disciplined Investors’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 		$438K Sell
3,722
-700
-16% -$84.1K 0.22% 86
2026
Q1 		$508K Buy
4,422
+1,090
+33% +$142K 0.3% 72
2025
Q4 		$514K Sell
3,332
-945
-22% -$144K 0.34% 63
2025
Q3 		$731K Sell
4,277
-272
-6% -$46.6K 0.52% 50
2025
Q2 		$680K Buy
4,549
+14
+0.3% +$1.92K 0.53% 49
2025
Q1 		$634K Buy
4,535
+37
+0.8% +$6.01K 0.57% 46
2024
Q4 		$746K Buy
+4,498
New +$784K 0.72% 39

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

Disciplined Investors's BX Position: Q2 2026 in Review

Disciplined Investors reduced its Blackstone (BX) stake by 16% in Q2 2026, selling an estimated $84.1K and leaving 3,722 shares worth $438K. The position accounts for 0.22% of the portfolio, ranked #86.

Disciplined Investors first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Disciplined Investors held 3,722 shares of Blackstone worth $438K as of Q2 2026.
  • Disciplined Investors sold 700 Blackstone shares in Q2 2026, an estimated $84.1K.
  • Blackstone made up 0.22% of Disciplined Investors's portfolio in Q2 2026, its #86 holding.
  • Disciplined Investors first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Blackstone position peaked at $746K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.