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GLOBALT Investments’s Blackstone BX Stock Holding History

GLOBALT Investments’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 		– Sell
-7,335
Closed -$843K – 217
2026
Q1 		$843K Buy
7,335
+423
+6% +$55K 0.03% 150
2025
Q4 		$1.07M Sell
6,912
-2,445
-26% -$372K 0.04% 134
2025
Q3 		$1.6M Buy
+9,357
New +$1.6M 0.06% 123

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

GLOBALT Investments's BX Position: Q2 2026 in Review

GLOBALT Investments sold out of Blackstone (BX) in Q2 2026, closing a stake of 7,335 shares — an estimated $843K sold.

GLOBALT Investments first reported a position in BX in Q3 2025 and held it in 3 quarters. The position peaked at $1.6M in Q3 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • GLOBALT Investments reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • GLOBALT Investments sold 7,335 Blackstone shares in Q2 2026, an estimated $843K.
  • GLOBALT Investments first reported a position in Blackstone in Q3 2025 and held it in 3 quarters.
  • GLOBALT Investments's Blackstone position peaked at $1.6M in Q3 2025.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.