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Evergreen Capital Management’s Blackstone BX Stock Holding History

Evergreen Capital Management’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 		$7.58M Sell
64,401
-4,632
-7% -$557K 0.13% 158
2026
Q1 		$7.94M Buy
69,033
+41,174
+148% +$5.36M 0.17% 136
2025
Q4 		$4.29M Buy
27,859
+1,419
+5% +$216K 0.1% 202
2025
Q3 		$4.52M Buy
26,440
+1,545
+6% +$265K 0.11% 183
2025
Q2 		$3.72M Sell
24,895
-3,917
-14% -$538K 0.11% 187
2025
Q1 		$4.03M Buy
28,812
+1,044
+4% +$169K 0.14% 173
2024
Q4 		$4.79M Sell
27,768
-973
-3% -$170K 0.16% 155
2024
Q3 		$4.4M Buy
28,741
+4,805
+20% +$667K 0.15% 164
2024
Q2 		$2.96M Buy
23,936
+433
+2% +$53.3K 0.11% 196
2024
Q1 		$3.09M Buy
23,503
+11
+0% +$1.37K 0.12% 191
2023
Q4 		$3.08M Buy
23,492
+16,291
+226% +$1.76M 0.13% 187
2023
Q3 		$772K Buy
7,201
+441
+7% +$45.9K 0.03% 318
2023
Q2 		$629K Buy
6,760
+2,273
+51% +$196K 0.03% 352
2023
Q1 		$394K Sell
4,487
-15,124
-77% -$1.34M 0.02% 427
2022
Q4 		$1.45M Sell
19,611
-158
-0.8% -$13.6K 0.07% 244
2022
Q3 		$1.66M Sell
19,769
-107
-0.5% -$10.4K 0.09% 217
2022
Q2 		$1.81M Sell
19,876
-9,237
-32% -$998K 0.09% 204
2022
Q1 		$3.7M Buy
29,113
+24,274
+502% +$2.96M 0.15% 171
2021
Q4 		$626K Sell
4,839
-579
-11% -$77.2K 0.03% 342
2021
Q3 		$630K Buy
5,418
+179
+3% +$20.8K 0.03% 328
2021
Q2 		$509K Sell
5,239
-219
-4% -$19.4K 0.02% 338
2021
Q1 		$407K Sell
5,458
-95
-2% -$6.56K 0.02% 343
2020
Q4 		$360K Buy
5,553
+30
+0.5% +$1.75K 0.02% 321
2020
Q3 		$288K Buy
5,523
+23
+0.4% +$1.23K 0.02% 332
2020
Q2 		$312K Buy
5,500
+23
+0.4% +$1.21K 0.02% 303
2020
Q1 		$250K Buy
5,477
+30
+0.6% +$1.66K 0.02% 301
2019
Q4 		$305K Buy
5,447
+29
+0.5% +$1.5K 0.03% 345
2019
Q3 		$265K Buy
+5,418
New +$264K 0.02% 326

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

Evergreen Capital Management's BX Position: Q2 2026 in Review

Evergreen Capital Management reduced its Blackstone (BX) stake by 6.7% in Q2 2026, selling an estimated $557K and leaving 64,401 shares worth $7.58M. The position accounts for 0.13% of the portfolio, ranked #158.

Evergreen Capital Management first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.94M in Q1 2026. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Evergreen Capital Management held 64,401 shares of Blackstone worth $7.58M as of Q2 2026.
  • Evergreen Capital Management sold 4,632 Blackstone shares in Q2 2026, an estimated $557K.
  • Blackstone made up 0.13% of Evergreen Capital Management's portfolio in Q2 2026, its #158 holding.
  • Evergreen Capital Management first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Evergreen Capital Management's Blackstone position peaked at $7.94M in Q1 2026.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.