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John & Kathleen Schreiber Foundation’s Blackstone BX Stock Holding History

John & Kathleen Schreiber Foundation’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 		$76.3M Sell
648,677
-30,749
-5% -$3.69M 79.72% 1
2026
Q1 		$78.1M Sell
679,426
-18,197
-3% -$2.37M 80.13% 1
2025
Q4 		$108M Sell
697,623
-113,200
-14% -$17.2M 83.65% 1
2025
Q3 		$139M Sell
810,823
-25,370
-3% -$4.35M 89.75% 1
2025
Q2 		$125M Sell
836,193
-12,889
-2% -$1.77M 88.29% 1
2025
Q1 		$119M Sell
849,082
-49,355
-5% -$8.01M 87.91% 1
2024
Q4 		$155M Sell
898,437
-22,303
-2% -$3.89M 90.05% 1
2024
Q3 		$141M Sell
920,740
-42,036
-4% -$5.83M 92.65% 1
2024
Q2 		$119M Sell
962,776
-163,831
-15% -$20.2M 91.55% 1
2024
Q1 		$148M Sell
1,126,607
-124,250
-10% -$15.5M 92.61% 1
2023
Q4 		$164M Sell
1,250,857
-125,433
-9% -$13.6M 93.44% 1
2023
Q3 		$147M Sell
1,376,290
-54,400
-4% -$5.66M 91.27% 1
2023
Q2 		$133M Buy
1,430,690
+80,505
+6% +$6.95M 90.49% 1
2023
Q1 		$119M Buy
1,350,185
+66,400
+5% +$5.87M 90.39% 1
2022
Q4 		$95.2M Buy
1,283,785
+190,750
+17% +$16.5M 88.11% 1
2022
Q3 		$91.5M Buy
1,093,035
+112,700
+11% +$10.9M 90.92% 1
2022
Q2 		$89.4M Buy
980,335
+81,100
+9% +$8.76M 94.35% 1
2022
Q1 		$114M Buy
899,235
+34,500
+4% +$4.21M 94.84% 1
2021
Q4 		$112M Buy
+864,735
New +$115M 94.7% 1

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

John & Kathleen Schreiber Foundation's BX Position: Q2 2026 in Review

John & Kathleen Schreiber Foundation reduced its Blackstone (BX) stake by 4.5% in Q2 2026, selling an estimated $3.69M and leaving 648,677 shares worth $76.3M. The position accounts for 79.72% of the portfolio, ranked #1.

John & Kathleen Schreiber Foundation first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $164M in Q4 2023. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • John & Kathleen Schreiber Foundation held 648,677 shares of Blackstone worth $76.3M as of Q2 2026.
  • John & Kathleen Schreiber Foundation sold 30,749 Blackstone shares in Q2 2026, an estimated $3.69M.
  • Blackstone made up 79.72% of John & Kathleen Schreiber Foundation's portfolio in Q2 2026, its #1 holding.
  • John & Kathleen Schreiber Foundation first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • John & Kathleen Schreiber Foundation's Blackstone position peaked at $164M in Q4 2023.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on John & Kathleen Schreiber Foundation's 13F filing for Q2 2026, filed 11 Aug 2026.