Fidelis Capital Partners’s Blackstone BX Stock Holding History

Fidelis Capital 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 Q1	$1.77M	Sell	15,410 -5,937	-28%	-$772K	0.13%	140
2025 Q4	$3.29M	Sell	21,347 -3,360	-14%	-$511K	0.24%	84
2025 Q3	$4.22M	Buy	24,707 +12,171	+97%	+$2.09M	0.33%	61
2025 Q2	$2.12M	Buy	12,536 +3,877	+45%	+$533K	0.19%	92
2025 Q1	$1.15M	Buy	8,659 +4,714	+119%	+$765K	0.12%	138
2024 Q4	$685K	Buy	3,945 +1,571	+66%	+$274K	0.07%	212
2024 Q3	$396K	Buy	2,374 +62	+3%	+$8.6K	0.05%	271
2024 Q2	$295K	Sell	2,312 -388	-14%	-$47.7K	0.04%	293
2024 Q1	$355K	Buy	+2,700	New	+$337K	0.05%	261

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelis Capital Partners's BX Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Blackstone (BX) stake by 28% in Q1 2026, selling an estimated $772K and leaving 15,410 shares worth $1.77M. The position accounts for 0.13% of the portfolio, ranked #140.

Fidelis Capital Partners first reported a position in BX in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.22M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Fidelis Capital Partners held 15,410 shares of Blackstone worth $1.77M as of Q1 2026.
Fidelis Capital Partners sold 5,937 Blackstone shares in Q1 2026, an estimated $772K.
Blackstone made up 0.13% of Fidelis Capital Partners's portfolio in Q1 2026, its #140 holding.
Fidelis Capital Partners first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
Fidelis Capital Partners's Blackstone position peaked at $4.22M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.