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IEQ Capital’s Blackstone BX Stock Holding History

IEQ 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
2026
Q1 		$39.9M Buy
347,248
+113,556
+49% +$14.8M 0.19% 98
2025
Q4 		$36M Sell
233,692
-14,435
-6% -$2.19M 0.11% 116
2025
Q3 		$42.4M Buy
248,127
+26,882
+12% +$4.61M 0.13% 75
2025
Q2 		$33.1M Sell
221,245
-27,649
-11% -$3.8M 0.2% 67
2025
Q1 		$34.8M Buy
248,894
+12,473
+5% +$2.02M 0.28% 53
2024
Q4 		$40.8M Sell
236,421
-9,392
-4% -$1.64M 0.39% 39
2024
Q3 		$37.6M Buy
245,813
+15,925
+7% +$2.21M 0.46% 36
2024
Q2 		$28.5M Buy
229,888
+90,698
+65% +$11.2M 0.38% 39
2024
Q1 		$18.3M Buy
139,190
+10,966
+9% +$1.37M 0.26% 61
2023
Q4 		$16.8M Buy
128,224
+1,172
+0.9% +$127K 0.28% 58
2023
Q3 		$13.6M Sell
127,052
-1,926
-1% -$201K 0.28% 59
2023
Q2 		$12M Buy
128,978
+2,284
+2% +$197K 0.24% 70
2023
Q1 		$11.1M Buy
126,694
+11,708
+10% +$1.03M 0.26% 68
2022
Q4 		$8.53M Buy
114,986
+18,884
+20% +$1.63M 0.24% 77
2022
Q3 		$8.04M Buy
96,102
+53,428
+125% +$5.17M 0.22% 74
2022
Q2 		$3.89M Buy
42,674
+563
+1% +$60.8K 0.12% 121
2022
Q1 		$5.35M Buy
42,111
+3,190
+8% +$389K 0.13% 103
2021
Q4 		$5.04M Sell
38,921
-737
-2% -$98.3K 0.12% 101
2021
Q3 		$4.61M Buy
39,658
+4,140
+12% +$480K 0.12% 106
2021
Q2 		$3.45M Buy
35,518
+756
+2% +$67.1K 0.1% 120
2021
Q1 		$2.59M Sell
34,762
-658
-2% -$45.4K 0.11% 114
2020
Q4 		$2.3M Buy
35,420
+922
+3% +$53.7K 0.1% 115
2020
Q3 		$1.8M Buy
34,498
+4
+0% +$214 0.1% 118
2020
Q2 		$1.95M Sell
34,494
-2,426
-7% -$128K 0.13% 104
2020
Q1 		$1.68M Buy
36,920
+6,969
+23% +$385K 0.14% 101
2019
Q4 		$1.68M Buy
+29,951
New +$1.55M 0.15% 105

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IEQ Capital's BX Position: Q1 2026 in Review

IEQ Capital increased its Blackstone (BX) stake by 49% in Q1 2026, buying an estimated $14.8M and bringing the position to 347,248 shares worth $39.9M. The position accounts for 0.19% of the portfolio, ranked #98.

IEQ Capital first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $42.4M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • IEQ Capital held 347,248 shares of Blackstone worth $39.9M as of Q1 2026.
  • IEQ Capital bought 113,556 Blackstone shares in Q1 2026, an estimated $14.8M.
  • Blackstone made up 0.19% of IEQ Capital's portfolio in Q1 2026, its #98 holding.
  • IEQ Capital first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Blackstone position peaked at $42.4M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.