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HeadInvest LLC’s Blackstone BX Stock Holding History

HeadInvest LLC’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 		$271K Hold
2,302
– – 0.05% 194
2026
Q1 		$265K Sell
2,302
-2,302
-50% -$299K 0.05% 197
2025
Q4 		$710K Buy
+4,604
New +$700K 0.14% 119

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

HeadInvest LLC's BX Position: Q2 2026 in Review

HeadInvest LLC held its Blackstone (BX) position steady in Q2 2026 at 2,302 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #194.

HeadInvest LLC first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $710K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • HeadInvest LLC held 2,302 shares of Blackstone worth $271K as of Q2 2026.
  • HeadInvest LLC left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.05% of HeadInvest LLC's portfolio in Q2 2026, its #194 holding.
  • HeadInvest LLC first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • HeadInvest LLC's Blackstone position peaked at $710K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.