Insigneo Advisory Services’s Blackstone BX Stock Holding History

Insigneo Advisory Services’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	$3.8M	Sell	32,330 -2,873	-8%	-$345K	0.14%	112
2026 Q1	$4.05M	Buy	35,203 +2,236	+7%	+$291K	0.29%	57
2025 Q4	$5.08M	Buy	32,967 +493	+2%	+$74.9K	0.36%	40
2025 Q3	$5.55M	Sell	32,474 -132	-0.4%	-$22.6K	0.39%	39
2025 Q2	$4.88M	Sell	32,606 -587	-2%	-$80.7K	0.42%	38
2025 Q1	$4.64M	Sell	33,193 -4,270	-11%	-$693K	0.48%	32
2024 Q4	$6.46M	Buy	37,463 +2,745	+8%	+$478K	0.67%	21
2024 Q3	$5.32M	Buy	34,718 +544	+2%	+$75.5K	0.54%	24
2024 Q2	$4.43M	Buy	34,174 +1,453	+4%	+$179K	0.5%	31
2024 Q1	$4.3M	Buy	32,721 +492	+2%	+$61.4K	0.51%	33
2023 Q4	$4.22M	Buy	32,229 +820	+3%	+$88.7K	0.59%	28
2023 Q3	$3.37M	Buy	31,409 +245	+0.8%	+$25.5K	0.69%	23
2023 Q2	$2.9M	Buy	31,164 +21,388	+219%	+$1.85M	0.56%	29
2023 Q1	$859K	Buy	9,776 +2,291	+31%	+$202K	0.27%	75
2022 Q4	$555K	Buy	+7,485	New	+$646K	0.21%	105

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

Insigneo Advisory Services's BX Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Blackstone (BX) stake by 8.2% in Q2 2026, selling an estimated $345K and leaving 32,330 shares worth $3.8M. The position accounts for 0.14% of the portfolio, ranked #112.

Insigneo Advisory Services first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.46M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Insigneo Advisory Services held 32,330 shares of Blackstone worth $3.8M as of Q2 2026.
Insigneo Advisory Services sold 2,873 Blackstone shares in Q2 2026, an estimated $345K.
Blackstone made up 0.14% of Insigneo Advisory Services's portfolio in Q2 2026, its #112 holding.
Insigneo Advisory Services first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's Blackstone position peaked at $6.46M in Q4 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.