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Fortis Capital Advisors’s Blackstone BX Stock Holding History

Fortis Capital Advisors’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 		$554K Buy
4,815
+3,128
+185% +$407K 0.07% 218
2025
Q4 		$260K Buy
1,687
+58
+4% +$8.81K 0.04% 262
2025
Q3 		$278K Sell
1,629
-26
-2% -$4.46K 0.04% 235
2025
Q2 		$248K Buy
1,655
+40
+2% +$5.5K 0.04% 213
2025
Q1 		$226K Sell
1,615
-11,660
-88% -$1.89M 0.05% 234
2024
Q4 		$1.89M Buy
13,275
+3,214
+32% +$560K 0.65% 24
2024
Q3 		$1.54M Sell
10,061
-2,151
-18% -$298K 0.52% 36
2024
Q2 		$1.51M Buy
12,212
+8,507
+230% +$1.05M 0.55% 30
2024
Q1 		$487K Buy
+3,705
New +$463K 0.2% 88
2023
Q2 		– Sell
-160
Closed -$14.1K – 175
2023
Q1 		$14.1K Sell
160
-3,026
-95% -$267K 0.01% 431
2022
Q4 		$236K Buy
+3,186
New +$275K 0.14% 109

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return