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Excalibur Management’s Blackstone BX Stock Holding History

Excalibur 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 		$460K Buy
3,910
+9
+0.2% +$1.08K 0.15% 114
2026
Q1 		$449K Buy
3,901
+37
+1% +$4.81K 0.16% 110
2025
Q4 		$596K Sell
3,864
-169
-4% -$25.7K 0.21% 97
2025
Q3 		$689K Sell
4,033
-650
-14% -$111K 0.25% 94
2025
Q2 		$700K Sell
4,683
-1,475
-24% -$203K 0.26% 93
2025
Q1 		$861K Sell
6,158
-200
-3% -$32.5K 0.34% 77
2024
Q4 		$1.1M Sell
6,358
-749
-11% -$131K 0.44% 66
2024
Q3 		$1.09M Sell
7,107
-24
-0.3% -$3.33K 0.41% 67
2024
Q2 		$883K Buy
7,131
+49
+0.7% +$6.03K 0.36% 72
2024
Q1 		$930K Hold
7,082
– – 0.39% 70
2023
Q4 		$927K Hold
7,082
– – 0.44% 64
2023
Q3 		$759K Buy
7,082
+50
+0.7% +$5.21K 0.39% 70
2023
Q2 		$654K Buy
7,032
+24
+0.3% +$2.07K 0.33% 76
2023
Q1 		$616K Buy
7,008
+39
+0.6% +$3.44K 0.32% 78
2022
Q4 		$517K Buy
6,969
+294
+4% +$25.4K 0.27% 86
2022
Q3 		$559K Buy
6,675
+990
+17% +$95.9K 0.31% 77
2022
Q2 		$519K Buy
5,685
+249
+5% +$26.9K 0.27% 84
2022
Q1 		$690K Buy
5,436
+322
+6% +$39.3K 0.3% 79
2021
Q4 		$662K Sell
5,114
-886
-15% -$118K 0.27% 86
2021
Q3 		$698K Buy
+6,000
New +$696K 0.31% 80

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

Excalibur Management's BX Position: Q2 2026 in Review

Excalibur Management increased its Blackstone (BX) stake by 0.23% in Q2 2026, buying an estimated $1.08K and bringing the position to 3,910 shares worth $460K. The position accounts for 0.15% of the portfolio, ranked #114.

Excalibur Management first reported a position in BX in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Excalibur Management held 3,910 shares of Blackstone worth $460K as of Q2 2026.
  • Excalibur Management bought 9 Blackstone shares in Q2 2026, an estimated $1.08K.
  • Blackstone made up 0.15% of Excalibur Management's portfolio in Q2 2026, its #114 holding.
  • Excalibur Management first reported a position in Blackstone in Q3 2021 and has held it in 20 quarters since.
  • Excalibur Management's Blackstone position peaked at $1.1M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.