J. Goldman & Co’s Blackstone BX Stock Holding History

J. Goldman & Co’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
2014 Q4	–	Sell	-152,850	Closed	-$4.72M	–	196
2014 Q3	$4.72M	Buy	+152,850	New	+$4.97M	0.29%	104
2013 Q3	–	Sell	-152,850	Closed	-$3.16M	–	258
2013 Q2	$3.16M	Buy	+152,850	New	+$3.18M	0.32%	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 $3.38T AUM 44.17% 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

J. Goldman & Co's BX Position: Q2 2026 in Review

J. Goldman & Co sold out of Blackstone (BX) in Q2 2026, closing a stake of 3,381 shares — an estimated $389K sold.

J. Goldman & Co first reported a position in BX in Q4 2025 and held it in 2 quarters. The position peaked at $478K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

J. Goldman & Co reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 3,381 Blackstone shares in Q2 2026, an estimated $389K.
J. Goldman & Co first reported a position in Blackstone in Q4 2025 and held it in 2 quarters.
J. Goldman & Co's Blackstone position peaked at $478K in Q4 2025.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.