Fortis Capital Management’s Blackstone BX Stock Holding History

Fortis Capital Management’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	$6.03M	Buy	51,215 +8,226	+19%	+$988K	0.67%	40
2026 Q1	$4.94M	Buy	+42,989	New	+$5.59M	0.51%	46
2024 Q1	–	Sell	-15,000	Closed	-$1.96M	–	121
2023 Q4	$1.96M	Buy	+15,000	New	+$1.62M	0.5%	38
2020 Q4	–	Sell	-35,000	Closed	-$1.83M	–	98
2020 Q3	$1.83M	Buy	+35,000	New	+$1.87M	1.45%	47

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

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

Fortis Capital Management increased its Blackstone (BX) stake by 19% in Q2 2026, buying an estimated $988K and bringing the position to 51,215 shares worth $6.03M. The position accounts for 0.67% of the portfolio, ranked #40.

Fortis Capital Management first reported a position in BX in Q3 2020 and has held it in 4 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Fortis Capital Management held 51,215 shares of Blackstone worth $6.03M as of Q2 2026.
Fortis Capital Management bought 8,226 Blackstone shares in Q2 2026, an estimated $988K.
Blackstone made up 0.67% of Fortis Capital Management's portfolio in Q2 2026, its #40 holding.
Fortis Capital Management first reported a position in Blackstone in Q3 2020 and has held it in 4 quarters since.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.