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	$212K	Buy	+55,000	New	+$7.16M	﹤0.01%	1669

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.