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INVST’s Blackstone BX Stock Holding History

INVST’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 		$219K Sell
1,858
-852
-31% -$102K 0.02% 324
2026
Q1 		$312K Sell
2,710
-4,337
-62% -$564K 0.04% 285
2025
Q4 		$1.09M Sell
7,047
-189
-3% -$28.7K 0.12% 144
2025
Q3 		$1.24M Sell
7,236
-803
-10% -$138K 0.14% 124
2025
Q2 		$1.2M Buy
8,039
+1,663
+26% +$229K 0.15% 119
2025
Q1 		$891K Buy
+6,376
New +$1.03M 0.12% 137
2023
Q1 		– Sell
-3,266
Closed -$313K – 167
2022
Q4 		$313K Sell
3,266
-908
-22% -$78.4K 0.05% 136
2022
Q3 		$357K Sell
4,174
-63
-1% -$6.1K 0.06% 131
2022
Q2 		$457K Sell
4,237
-398
-9% -$43K 0.07% 126
2022
Q1 		$448K Buy
4,635
+3
+0.1% +$366 0.07% 125
2021
Q4 		$560K Buy
4,632
+241
+5% +$32.1K 0.09% 99
2021
Q3 		$511K Buy
4,391
+37
+0.8% +$4.29K 0.08% 108
2021
Q2 		$445K Buy
4,354
+874
+25% +$77.6K 0.07% 113
2021
Q1 		$308K Buy
+3,480
New +$240K 0.05% 141

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

INVST's BX Position: Q2 2026 in Review

INVST reduced its Blackstone (BX) stake by 31% in Q2 2026, selling an estimated $102K and leaving 1,858 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #324.

INVST first reported a position in BX in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.24M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • INVST held 1,858 shares of Blackstone worth $219K as of Q2 2026.
  • INVST sold 852 Blackstone shares in Q2 2026, an estimated $102K.
  • Blackstone made up 0.02% of INVST's portfolio in Q2 2026, its #324 holding.
  • INVST first reported a position in Blackstone in Q1 2021 and has held it in 14 quarters since.
  • INVST's Blackstone position peaked at $1.24M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.