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Forte Capital’s Blackstone BX Stock Holding History

Forte Capital’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
2025
Q2 		$778K Buy
5,198
+1
+0% +$137 0.08% 139
2025
Q1 		$726K Hold
5,197
– – 0.09% 141
2024
Q4 		$896K Sell
5,197
-877
-14% -$153K 0.1% 121
2024
Q3 		$930K Sell
6,074
-597
-9% -$82.8K 0.11% 120
2024
Q2 		$826K Sell
6,671
-111
-2% -$13.7K 0.1% 121
2024
Q1 		$891K Sell
6,782
-36
-0.5% -$4.5K 0.11% 110
2023
Q4 		$893K Hold
6,818
– – 0.12% 111
2023
Q3 		$730K Buy
6,818
+981
+17% +$102K 0.11% 114
2023
Q2 		$543K Hold
5,837
– – 0.08% 129
2023
Q1 		$513K Sell
5,837
-83
-1% -$7.33K 0.08% 134
2022
Q4 		$439K Sell
5,920
-1,342
-18% -$116K 0.08% 142
2022
Q3 		$608K Hold
7,262
– – 0.11% 113
2022
Q2 		$663K Buy
7,262
+19
+0.3% +$2.05K 0.12% 114
2022
Q1 		$937K Hold
7,243
– – 0.12% 109
2021
Q4 		$937K Sell
7,243
-589
-8% -$78.5K 0.12% 109
2021
Q3 		$911K Buy
7,832
+531
+7% +$61.6K 0.12% 109
2021
Q2 		$709K Buy
7,301
+1,230
+20% +$109K 0.1% 124
2021
Q1 		$452K Buy
6,071
+600
+11% +$41.4K 0.07% 148
2020
Q4 		$355K Sell
5,471
-529
-9% -$30.8K 0.05% 159
2020
Q3 		$313K Hold
6,000
– – 0.06% 155
2020
Q2 		$340K Buy
+6,000
New +$316K 0.07% 142

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Forte Capital's BX Position: Q2 2025 in Review

Forte Capital increased its Blackstone (BX) stake by 0.02% in Q2 2025, buying an estimated $137 and bringing the position to 5,198 shares worth $778K. The position accounts for 0.08% of the portfolio, ranked #139.

Forte Capital first reported a position in BX in Q2 2020 and has held it in 21 quarters since. The position peaked at $937K in Q1 2022. 2,121 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Forte Capital held 5,198 shares of Blackstone worth $778K as of Q2 2025.
  • Forte Capital bought 1 Blackstone share in Q2 2025, an estimated $137.
  • Blackstone made up 0.08% of Forte Capital's portfolio in Q2 2025, its #139 holding.
  • Forte Capital first reported a position in Blackstone in Q2 2020 and has held it in 21 quarters since.
  • Forte Capital's Blackstone position peaked at $937K in Q1 2022.
  • 2,121 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.