Financial Perspectives’s Blackstone BX Stock Holding History

Financial Perspectives’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	$65.9K	Hold	560	–	–	0.02%	292
2026 Q1	$64.4K	Hold	560	–	–	0.02%	275
2025 Q4	$86.3K	Hold	560	–	–	0.02%	245
2025 Q3	$95.7K	Hold	560	–	–	0.03%	239
2025 Q2	$83.8K	Hold	560	–	–	0.03%	244
2025 Q1	$78.3K	Hold	560	–	–	0.03%	244
2024 Q4	$96.6K	Hold	560	–	–	0.03%	219
2024 Q3	$85.8K	Hold	560	–	–	0.03%	230
2024 Q2	$69.3K	Hold	560	–	–	0.03%	238
2024 Q1	$73.6K	Hold	560	–	–	0.03%	240
2023 Q4	$73.3K	Hold	560	–	–	0.03%	236
2023 Q3	$60K	Hold	560	–	–	0.03%	239
2023 Q2	$52.1K	Hold	560	–	–	0.02%	259
2023 Q1	$49.2K	Hold	560	–	–	0.02%	258
2022 Q4	$41.5K	Hold	560	–	–	0.02%	271
2022 Q3	$46.9K	Hold	560	–	–	0.03%	242
2022 Q2	$51.1K	Hold	560	–	–	0.03%	236
2022 Q1	$71.1K	Hold	560	–	–	0.03%	221
2021 Q4	$72.5K	Hold	560	–	–	0.03%	206
2021 Q3	$65.2K	Hold	560	–	–	0.03%	214
2021 Q2	$54.4K	Sell	560 -41,177	-99%	-$3.66M	0.03%	249
2021 Q1	$560K	Buy	41,737 +41,177	+7,353%	+$2.84M	0.03%	273
2020 Q4	$36.3K	Hold	560	–	–	0.02%	265
2020 Q3	$29.2K	Hold	560	–	–	0.02%	242
2020 Q2	$31.7K	Hold	560	–	–	0.02%	220
2020 Q1	$25.5K	Hold	560	–	–	0.02%	218
2019 Q4	$31.3K	Buy	+560	New	+$29.1K	0.02%	216

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Perspectives's BX Position: Q2 2026 in Review

Financial Perspectives held its Blackstone (BX) position steady in Q2 2026 at 560 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #292.

Financial Perspectives first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $560K in Q1 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Financial Perspectives held 560 shares of Blackstone worth $65.9K as of Q2 2026.
Financial Perspectives left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #292 holding.
Financial Perspectives first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Blackstone position peaked at $560K in Q1 2021.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.