Iconiq Capital’s Blackstone BX Stock Holding History

Iconiq Capital’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
2025 Q3	–	Sell	-2,307	Closed	-$345K	–	145
2025 Q2	$345K	Sell	2,307 -907	-28%	-$125K	0.01%	250
2025 Q1	$449K	Buy	3,214 +339	+12%	+$55K	0.01%	190
2024 Q4	$496K	Buy	2,875 +1,212	+73%	+$211K	0.01%	156
2024 Q3	$255K	Buy	+1,663	New	+$231K	0.01%	166
2019 Q2	–	Sell	-26,705	Closed	-$934K	–	49
2019 Q1	$934K	Hold	26,705	–	–	0.1%	32
2018 Q4	$796K	Hold	26,705	–	–	0.11%	34
2018 Q3	$1.02M	Sell	26,705 -11,000	-29%	-$397K	0.11%	38
2018 Q2	$1.21M	Sell	37,705 -1,500	-4%	-$47.7K	0.15%	31
2018 Q1	$1.25M	Hold	39,205	–	–	0.14%	30
2017 Q4	$1.25M	Hold	39,205	–	–	0.13%	32
2017 Q3	$1.31M	Hold	39,205	–	–	0.13%	28
2017 Q2	$1.31M	Hold	39,205	–	–	0.13%	24
2017 Q1	$1.16M	Hold	39,205	–	–	0.13%	26
2016 Q4	$1.06M	Buy	39,205 +21,425	+121%	+$556K	0.13%	25
2016 Q3	$454K	Hold	17,780	–	–	0.09%	27
2016 Q2	$436K	Hold	17,780	–	–	0.09%	30
2016 Q1	$499K	Buy	+17,780	New	+$470K	0.09%	26

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return