EDRH
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Edmond de Rothschild Holding’s Blackstone BX Stock Holding History

Edmond de Rothschild Holding’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 		$832K Sell
7,070
-46
-0.6% -$5.53K 0.01% 321
2026
Q1 		$818K Hold
7,116
– – 0.01% 303
2025
Q4 		$1.1M Sell
7,116
-1,372
-16% -$208K 0.02% 286
2025
Q3 		$1.45M Sell
8,488
-1,242
-13% -$213K 0.02% 271
2025
Q2 		$1.46M Sell
9,730
-4,978
-34% -$684K 0.02% 253
2025
Q1 		$2.06M Buy
14,708
+1,863
+15% +$302K 0.04% 216
2024
Q4 		$2.21M Sell
12,845
-400
-3% -$69.7K 0.04% 214
2024
Q3 		$2.03M Buy
13,245
+369
+3% +$51.2K 0.03% 219
2024
Q2 		$1.59M Buy
12,876
+2,218
+21% +$273K 0.03% 236
2024
Q1 		$1.4M Buy
10,658
+1,143
+12% +$143K 0.02% 275
2023
Q4 		$1.25M Buy
9,515
+1,333
+16% +$144K 0.02% 288
2023
Q3 		$877K Buy
8,182
+193
+2% +$20.1K 0.02% 318
2023
Q2 		$743K Sell
7,989
-2,347
-23% -$203K 0.01% 347
2023
Q1 		$908K Buy
10,336
+505
+5% +$44.6K 0.02% 335
2022
Q4 		$729K Buy
9,831
+2,445
+33% +$211K 0.02% 352
2022
Q3 		$617K Sell
7,386
-110
-1% -$10.7K 0.02% 354
2022
Q2 		$684K Buy
7,496
+5,458
+268% +$589K 0.02% 365
2022
Q1 		$258K Buy
2,038
+652
+47% +$79.5K 0.01% 462
2021
Q4 		$180K Buy
+1,386
New +$185K ﹤0.01% 547
2019
Q3 		– Sell
-145
Closed -$6K – 579
2019
Q2 		$6K Hold
145
– – ﹤0.01% 563
2019
Q1 		$5K Buy
+145
New +$4.84K ﹤0.01% 598
2016
Q3 		– Sell
-12,350
Closed -$303K – 851
2016
Q2 		$303K Sell
12,350
-2,160
-15% -$57.5K 0.01% 444
2016
Q1 		$407K Buy
14,510
+12,350
+572% +$326K 0.01% 395
2015
Q4 		$63K Sell
2,160
-41
-2% -$1.31K ﹤0.01% 598
2015
Q3 		$68K Hold
2,201
– – ﹤0.01% 591
2015
Q2 		$88K Buy
+2,201
New +$90.4K ﹤0.01% 585

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's BX Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its Blackstone (BX) stake by 0.65% in Q2 2026, selling an estimated $5.53K and leaving 7,070 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #321.

Edmond de Rothschild Holding first reported a position in BX in Q2 2015 and has held it in 26 quarters since. The position peaked at $2.21M in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Edmond de Rothschild Holding held 7,070 shares of Blackstone worth $832K as of Q2 2026.
  • Edmond de Rothschild Holding sold 46 Blackstone shares in Q2 2026, an estimated $5.53K.
  • Blackstone made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #321 holding.
  • Edmond de Rothschild Holding first reported a position in Blackstone in Q2 2015 and has held it in 26 quarters since.
  • Edmond de Rothschild Holding's Blackstone position peaked at $2.21M in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.