Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Blackstone BX Stock Holding History

Kovitz Investment Group Partners’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
2018
Q4 		– Sell
-193
Closed -$257K – 255
2018
Q3 		$257K Buy
+193
New +$6.97K 0.01% 139

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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. 2,126 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.
  • 2,126 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.