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 Q2	–	Sell	-55,000	Closed	-$212K	–	2032
2026 Q1	$212K	Buy	+55,000	New	+$7.16M	﹤0.01%	1669

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IEQ Capital's BX Position: Q2 2026 in Review

IEQ Capital reduced its Blackstone (BX) stake by 38% in Q2 2026, selling an estimated $16M and leaving 213,871 shares worth $25.2M. The position accounts for 0.12% of the portfolio, ranked #152.

IEQ Capital first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $42.4M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

IEQ Capital held 213,871 shares of Blackstone worth $25.2M as of Q2 2026.
IEQ Capital sold 133,377 Blackstone shares in Q2 2026, an estimated $16M.
Blackstone made up 0.12% of IEQ Capital's portfolio in Q2 2026, its #152 holding.
IEQ Capital first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
IEQ Capital's Blackstone position peaked at $42.4M in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.