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Ethic Inc’s Blackstone BX Stock Holding History

Ethic Inc’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 		$8.99M Buy
76,426
+13,012
+21% +$1.56M 0.11% 174
2026
Q1 		$7.29M Sell
63,414
-8,707
-12% -$1.13M 0.11% 191
2025
Q4 		$11.1M Buy
72,121
+2,400
+3% +$365K 0.17% 119
2025
Q3 		$11.9M Sell
69,721
-3,413
-5% -$585K 0.2% 104
2025
Q2 		$11.1M Buy
73,134
+9,449
+15% +$1.3M 0.2% 104
2025
Q1 		$9.09M Buy
63,685
+3,125
+5% +$507K 0.18% 113
2024
Q4 		$10.4M Buy
60,560
+25,239
+71% +$4.4M 0.21% 91
2024
Q3 		$4.64M Sell
35,321
-2,046
-5% -$284K 0.12% 205
2024
Q2 		$4.63M Buy
37,367
+2,046
+6% +$252K 0.11% 204
2024
Q1 		$4.64M Buy
35,321
+3,139
+10% +$392K 0.12% 205
2023
Q4 		$4.21M Buy
32,182
+5,485
+21% +$593K 0.12% 198
2023
Q3 		$2.86M Buy
26,697
+3,894
+17% +$405K 0.1% 248
2023
Q2 		$2.12M Buy
22,803
+1,421
+7% +$123K 0.08% 290
2023
Q1 		$1.88M Buy
21,382
+17,182
+409% +$1.52M 0.08% 303
2022
Q4 		$312K Buy
+4,200
New +$363K 0.02% 709
2022
Q2 		– Sell
-1,867
Closed -$237K – 758
2022
Q1 		$237K Buy
1,867
+153
+9% +$18.7K 0.02% 664
2021
Q4 		$222K Buy
+1,714
New +$229K 0.02% 592

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

Ethic Inc's BX Position: Q2 2026 in Review

Ethic Inc increased its Blackstone (BX) stake by 21% in Q2 2026, buying an estimated $1.56M and bringing the position to 76,426 shares worth $8.99M. The position accounts for 0.11% of the portfolio, ranked #174.

Ethic Inc first reported a position in BX in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.9M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Ethic Inc held 76,426 shares of Blackstone worth $8.99M as of Q2 2026.
  • Ethic Inc bought 13,012 Blackstone shares in Q2 2026, an estimated $1.56M.
  • Blackstone made up 0.11% of Ethic Inc's portfolio in Q2 2026, its #174 holding.
  • Ethic Inc first reported a position in Blackstone in Q4 2021 and has held it in 17 quarters since.
  • Ethic Inc's Blackstone position peaked at $11.9M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.