Kovitz Investment Group Partners
BX icon

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

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

Kovitz Investment Group Partners's BX Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Blackstone (BX) stake by 27% in Q2 2026, buying an estimated $215K and bringing the position to 8,528 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #321.

Kovitz Investment Group Partners first reported a position in BX in Q4 2017 and has held it in 35 quarters since. The position peaked at $158M in Q3 2025. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Kovitz Investment Group Partners held 8,528 shares of Blackstone worth $1M as of Q2 2026.
  • Kovitz Investment Group Partners bought 1,787 Blackstone shares in Q2 2026, an estimated $215K.
  • Blackstone made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #321 holding.
  • Kovitz Investment Group Partners first reported a position in Blackstone in Q4 2017 and has held it in 35 quarters since.
  • Kovitz Investment Group Partners's Blackstone position peaked at $158M in Q3 2025.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.