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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
Q2 		$838K Buy
7,125
+2,310
+48% +$278K 0.09% 186
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 $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

Fortis Capital Advisors's BX Position: Q2 2026 in Review

Fortis Capital Advisors increased its Blackstone (BX) stake by 48% in Q2 2026, buying an estimated $278K and bringing the position to 7,125 shares worth $838K. The position accounts for 0.09% of the portfolio, ranked #186.

Fortis Capital Advisors first reported a position in BX in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.89M in Q4 2024. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Fortis Capital Advisors held 7,125 shares of Blackstone worth $838K as of Q2 2026.
  • Fortis Capital Advisors bought 2,310 Blackstone shares in Q2 2026, an estimated $278K.
  • Blackstone made up 0.09% of Fortis Capital Advisors's portfolio in Q2 2026, its #186 holding.
  • Fortis Capital Advisors first reported a position in Blackstone in Q4 2022 and has held it in 12 quarters since.
  • Fortis Capital Advisors's Blackstone position peaked at $1.89M in Q4 2024.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.