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Essex LLC’s Blackstone BX Stock Holding History

Essex LLC’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 		$493K Buy
4,189
+18
+0.4% +$2.16K 0.07% 114
2026
Q1 		$480K Buy
4,171
+1,659
+66% +$216K 0.08% 119
2025
Q4 		$387K Buy
2,512
+607
+32% +$92.2K 0.07% 124
2025
Q3 		$325K Sell
1,905
-97
-5% -$16.6K 0.06% 136
2025
Q2 		$299K Sell
2,002
-25
-1% -$3.44K 0.06% 137
2025
Q1 		$283K Sell
2,027
-100
-5% -$16.2K 0.06% 132
2024
Q4 		$367K Sell
2,127
-66
-3% -$11.5K 0.08% 118
2024
Q3 		$336K Hold
2,193
– – 0.07% 126
2024
Q2 		$271K Sell
2,193
-413
-16% -$50.8K 0.06% 134
2024
Q1 		$342K Hold
2,606
– – 0.08% 116
2023
Q4 		$341K Sell
2,606
-953
-27% -$103K 0.08% 116
2023
Q3 		$381K Buy
+3,559
New +$371K 0.11% 112
2023
Q2 		– Sell
-4,141
Closed -$307K – 151
2023
Q1 		$307K Hold
4,141
– – 0.09% 120
2022
Q4 		$307K Sell
4,141
-160
-4% -$13.8K 0.09% 120
2022
Q3 		$360K Hold
4,301
– – 0.12% 107
2022
Q2 		$392K Buy
4,301
+900
+26% +$97.2K 0.12% 109
2022
Q1 		$432K Sell
3,401
-975
-22% -$119K 0.12% 122
2021
Q4 		$566K Sell
4,376
-25
-0.6% -$3.33K 0.15% 111
2021
Q3 		$512K Buy
+4,401
New +$511K 0.14% 113

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

Essex LLC's BX Position: Q2 2026 in Review

Essex LLC increased its Blackstone (BX) stake by 0.43% in Q2 2026, buying an estimated $2.16K and bringing the position to 4,189 shares worth $493K. The position accounts for 0.07% of the portfolio, ranked #114.

Essex LLC first reported a position in BX in Q3 2021 and has held it in 19 quarters since. The position peaked at $566K in Q4 2021. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Essex LLC held 4,189 shares of Blackstone worth $493K as of Q2 2026.
  • Essex LLC bought 18 Blackstone shares in Q2 2026, an estimated $2.16K.
  • Blackstone made up 0.07% of Essex LLC's portfolio in Q2 2026, its #114 holding.
  • Essex LLC first reported a position in Blackstone in Q3 2021 and has held it in 19 quarters since.
  • Essex LLC's Blackstone position peaked at $566K in Q4 2021.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.