Kovitz Investment Group Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $775K | Buy |
6,741
+417
| +7% | +$54.3K | 0.02% | 353 |
|
|
2025
Q4 | $975K | Sell |
6,324
-920,738
| -99% | -$140M | 0.02% | 324 |
|
|
2025
Q3 | $158M | Buy |
927,062
+6,527
| +0.7% | +$1.12M | 0.62% | 37 |
|
|
2025
Q2 | $138M | Buy |
920,535
+80,358
| +10% | +$11M | 0.59% | 42 |
|
|
2025
Q1 | $117M | Buy |
840,177
+51,058
| +6% | +$8.29M | 0.59% | 45 |
|
|
2024
Q4 | $136M | Buy |
789,119
+688,455
| +684% | +$120M | 0.67% | 38 |
|
|
2024
Q3 | $14.2M | Buy |
100,664
+6,202
| +7% | +$860K | 0.1% | 175 |
|
|
2024
Q2 | $11.7M | Sell |
94,462
-1,988
| -2% | -$245K | 0.1% | 152 |
|
|
2024
Q1 | $12.7M | Buy |
96,450
+62,033
| +180% | +$7.75M | 0.16% | 89 |
|
|
2023
Q4 | $4.51M | Sell |
34,417
-13,598
| -28% | -$1.47M | 0.07% | 164 |
|
|
2023
Q3 | $5.14M | Sell |
48,015
-904,015
| -95% | -$94.1M | 0.09% | 130 |
|
|
2023
Q2 | $88.5M | Buy |
952,030
+175,910
| +23% | +$15.2M | 1.3% | 27 |
|
|
2023
Q1 | $68.2M | Buy |
776,120
+54,498
| +8% | +$4.81M | 1.18% | 29 |
|
|
2022
Q4 | $53.5M | Buy |
721,622
+14,859
| +2% | +$1.28M | 1.06% | 33 |
|
|
2022
Q3 | $59.2M | Buy |
706,763
+23,168
| +3% | +$2.24M | 1.37% | 28 |
|
|
2022
Q2 | $62.4M | Buy |
683,595
+34,766
| +5% | +$3.75M | 1.38% | 25 |
|
|
2022
Q1 | $82.4M | Sell |
648,829
-326,050
| -33% | -$39.8M | 1.57% | 19 |
|
|
2021
Q4 | $69.5M | Buy |
974,879
+155,426
| +19% | +$20.7M | 1.64% | 23 |
|
|
2021
Q3 | $95.3M | Sell |
819,453
-211,231
| -20% | -$24.5M | 1.9% | 16 |
|
|
2021
Q2 | $100M | Buy |
1,030,684
+49,971
| +5% | +$4.44M | 1.97% | 14 |
|
|
2021
Q1 | $73.1M | Sell |
980,713
-80,770
| -8% | -$5.58M | 1.71% | 17 |
|
|
2020
Q4 | $68.8M | Buy |
1,061,483
+169,199
| +19% | +$9.85M | 1.67% | 21 |
|
|
2020
Q3 | $46.6M | Buy |
892,284
+366,395
| +70% | +$19.6M | 1.3% | 28 |
|
|
2020
Q2 | $29.8M | Buy |
525,889
+119,036
| +29% | +$6.27M | 0.92% | 36 |
|
|
2020
Q1 | $18.5M | Sell |
406,853
-363,336
| -47% | -$20.1M | 0.67% | 38 |
|
|
2019
Q4 | $43.1M | Sell |
770,189
-93,949
| -11% | -$4.87M | 1.25% | 29 |
|
|
2019
Q3 | $42.2M | Buy |
864,138
+184,152
| +27% | +$8.98M | 1.34% | 26 |
|
|
2019
Q2 | $30.2M | Sell |
679,986
-525,772
| -44% | -$21M | 0.95% | 29 |
|
|
2019
Q1 | $42.2M | Buy |
1,205,758
+42,266
| +4% | +$1.41M | 1.33% | 26 |
|
|
2018
Q4 | $34.7M | Buy |
1,163,492
+188,818
| +19% | +$6.24M | 1.37% | 28 |
|
|
2018
Q3 | $37.1M | Buy |
974,674
+183,019
| +23% | +$6.61M | 1.69% | 30 |
|
|
2018
Q2 | $25.5M | Sell |
791,655
-71,788
| -8% | -$2.28M | 1.19% | 32 |
|
|
2018
Q1 | $27.6M | Buy |
863,443
+1,657
| +0.2% | +$56.5K | 1.33% | 31 |
|
|
2017
Q4 | $27.6K | Buy |
+861,786
| New | +$28.1M | 1.18% | 31 |
|
Other funds holding BX
VCM
VPM
Kovitz Investment Group Partners's BX Position: Q1 2026 in Review
Kovitz Investment Group Partners increased its Blackstone (BX) stake by 6.6% in Q1 2026, buying an estimated $54.3K and bringing the position to 6,741 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #353.
Kovitz Investment Group Partners first reported a position in BX in Q4 2017 and has held it in 34 quarters since. The position peaked at $158M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Kovitz Investment Group Partners held 6,741 shares of Blackstone worth $775K as of Q1 2026.
- Kovitz Investment Group Partners bought 417 Blackstone shares in Q1 2026, an estimated $54.3K.
- Blackstone made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #353 holding.
- Kovitz Investment Group Partners first reported a position in Blackstone in Q4 2017 and has held it in 34 quarters since.
- Kovitz Investment Group Partners's Blackstone position peaked at $158M in Q3 2025.
- 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.