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Evelyn Partners’s Blackstone BX Stock Holding History

Evelyn 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 		$17.7M Buy
+150,333
New +$18.1M 0.04% 64

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evelyn Partners's BX Position: Q2 2026 in Review

Evelyn Partners opened a new position in Blackstone (BX) in Q2 2026: 150,333 shares worth $17.7M. The stake represents 0.04% of the portfolio and ranks #64 among its holdings.

2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Evelyn Partners held 150,333 shares of Blackstone worth $17.7M as of Q2 2026.
  • Blackstone was a new Evelyn Partners position in Q2 2026.
  • Blackstone made up 0.04% of Evelyn Partners's portfolio in Q2 2026, its #64 holding.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.