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Diversified Trust’s Blackstone BX Stock Holding History

Diversified Trust’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 		$1.4M Buy
11,883
+222
+2% +$26.7K 0.02% 385
2026
Q1 		$1.34M Sell
11,661
-1,886
-14% -$245K 0.02% 360
2025
Q4 		$2.09M Buy
13,547
+1,281
+10% +$195K 0.04% 255
2025
Q3 		$2.1M Buy
12,266
+1,463
+14% +$251K 0.04% 250
2025
Q2 		$1.62M Sell
10,803
-103
-0.9% -$14.2K 0.04% 278
2025
Q1 		$1.52M Buy
10,906
+1,372
+14% +$223K 0.04% 258
2024
Q4 		$1.64M Buy
9,534
+730
+8% +$127K 0.04% 262
2024
Q3 		$1.35M Buy
8,804
+143
+2% +$19.8K 0.03% 298
2024
Q2 		$1.07M Sell
8,661
-2,063
-19% -$254K 0.03% 312
2024
Q1 		$1.41M Buy
10,724
+2,456
+30% +$307K 0.04% 250
2023
Q4 		$1.08M Sell
8,268
-2,562
-24% -$277K 0.04% 272
2023
Q3 		$1.16M Buy
10,830
+2,658
+33% +$277K 0.04% 229
2023
Q2 		$760K Buy
8,172
+721
+10% +$62.3K 0.03% 348
2023
Q1 		$654K Sell
7,451
-4,001
-35% -$353K 0.03% 373
2022
Q4 		$850K Sell
11,452
-480
-4% -$41.5K 0.04% 276
2022
Q3 		$999K Buy
11,932
+605
+5% +$58.6K 0.05% 206
2022
Q2 		$1.03M Buy
11,327
+219
+2% +$23.7K 0.04% 211
2022
Q1 		$1.41M Sell
11,108
-1,351
-11% -$165K 0.05% 191
2021
Q4 		$1.61M Buy
12,459
+1,622
+15% +$216K 0.05% 182
2021
Q3 		$1.26M Buy
10,837
+2,826
+35% +$328K 0.05% 197
2021
Q2 		$778K Buy
8,011
+2,481
+45% +$220K 0.03% 282
2021
Q1 		$412K Buy
+5,530
New +$382K 0.02% 445
2020
Q4 		– Sell
-3,965
Closed -$207K – 744
2020
Q3 		$207K Buy
+3,965
New +$212K 0.01% 563

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Diversified Trust's BX Position: Q2 2026 in Review

Diversified Trust increased its Blackstone (BX) stake by 1.9% in Q2 2026, buying an estimated $26.7K and bringing the position to 11,883 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #385.

Diversified Trust first reported a position in BX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.1M in Q3 2025. 399 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Diversified Trust held 11,883 shares of Blackstone worth $1.4M as of Q2 2026.
  • Diversified Trust bought 222 Blackstone shares in Q2 2026, an estimated $26.7K.
  • Blackstone made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #385 holding.
  • Diversified Trust first reported a position in Blackstone in Q3 2020 and has held it in 23 quarters since.
  • Diversified Trust's Blackstone position peaked at $2.1M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.