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Edgestream Partners’s Blackstone BX Stock Holding History

Edgestream 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 		$3.79M Sell
32,199
-4,988
-13% -$599K 0.11% 341
2026
Q1 		$4.28M Buy
37,187
+6,059
+19% +$788K 0.14% 281
2025
Q4 		$4.8M Buy
+31,128
New +$4.73M 0.14% 261
2025
Q3 		– Sell
-23,123
Closed -$3.46M – 883
2025
Q2 		$3.46M Buy
23,123
+19,305
+506% +$2.65M 0.1% 394
2025
Q1 		$534K Sell
3,818
-10,822
-74% -$1.76M 0.02% 690
2024
Q4 		$2.52M Buy
+14,640
New +$2.55M 0.11% 346
2023
Q4 		– Sell
-2,615
Closed -$280K – 847
2023
Q3 		$280K Buy
+2,615
New +$272K 0.02% 727

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

Edgestream Partners's BX Position: Q2 2026 in Review

Edgestream Partners reduced its Blackstone (BX) stake by 13% in Q2 2026, selling an estimated $599K and leaving 32,199 shares worth $3.79M. The position accounts for 0.11% of the portfolio, ranked #341.

Edgestream Partners first reported a position in BX in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.8M in Q4 2025. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Edgestream Partners held 32,199 shares of Blackstone worth $3.79M as of Q2 2026.
  • Edgestream Partners sold 4,988 Blackstone shares in Q2 2026, an estimated $599K.
  • Blackstone made up 0.11% of Edgestream Partners's portfolio in Q2 2026, its #341 holding.
  • Edgestream Partners first reported a position in Blackstone in Q3 2023 and has held it in 7 quarters since.
  • Edgestream Partners's Blackstone position peaked at $4.8M in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.