Loring Wolcott & Coolidge Fiduciary Advisors’s Blackstone BX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.55M	Buy	13,141 +684	+5%	+$82.2K	0.02%	144
2026 Q1	$1.43M	Hold	12,457	–	–	0.01%	140
2025 Q4	$1.85M	Sell	12,457 -200	-2%	-$30.4K	0.02%	129
2025 Q3	$1.96M	Buy	12,657 +11,618	+1,118%	+$1.99M	0.02%	125
2025 Q2	$155K	Hold	1,039	–	–	﹤0.01%	307
2025 Q1	$132K	Sell	1,039 -151	-13%	-$24.5K	﹤0.01%	309
2024 Q4	$217K	Sell	1,190 -235	-16%	-$40.9K	﹤0.01%	276
2024 Q3	$242K	Hold	1,425	–	–	﹤0.01%	264
2024 Q2	$195K	Sell	1,425 -25	-2%	-$3.08K	﹤0.01%	272
2024 Q1	$177K	Hold	1,450	–	–	﹤0.01%	281
2023 Q4	$180K	Sell	1,450 -2,199	-60%	-$238K	﹤0.01%	288
2023 Q3	$358K	Buy	3,649 +2,003	+122%	+$209K	﹤0.01%	224
2023 Q2	$153K	Sell	1,646 -356	-18%	-$30.8K	﹤0.01%	318
2023 Q1	$176K	Sell	2,002 -218	-10%	-$19.3K	﹤0.01%	286
2022 Q4	$165K	Sell	2,220 -35	-2%	-$3.02K	﹤0.01%	293
2022 Q3	$189K	Buy	2,255 +187	+9%	+$18.1K	﹤0.01%	289
2022 Q2	$189K	Buy	2,068 +196	+10%	+$21.2K	﹤0.01%	297
2022 Q1	$238K	Sell	1,872 -235	-11%	-$28.7K	﹤0.01%	285
2021 Q4	$273K	Sell	2,107 -77	-4%	-$10.3K	﹤0.01%	274
2021 Q3	$254K	Buy	2,184 +1,559	+249%	+$181K	﹤0.01%	280
2021 Q2	$61K	Buy	+625	New	+$55.5K	﹤0.01%	451
2021 Q1	–	Sell	-625	Closed	-$41K	–	364
2020 Q4	$41K	Hold	625	–	–	﹤0.01%	447
2020 Q3	$33K	Hold	625	–	–	﹤0.01%	432
2020 Q2	$35K	Hold	625	–	–	﹤0.01%	407
2020 Q1	$28K	Hold	625	–	–	﹤0.01%	425
2019 Q4	$35K	Hold	625	–	–	﹤0.01%	454
2019 Q3	$31K	Hold	625	–	–	﹤0.01%	467
2019 Q2	$28K	Hold	625	–	–	﹤0.01%	472
2019 Q1	$22K	Hold	625	–	–	﹤0.01%	513
2018 Q4	$19K	Hold	625	–	–	﹤0.01%	525
2018 Q3	$24K	Hold	625	–	–	﹤0.01%	482
2018 Q2	$20K	Hold	625	–	–	﹤0.01%	501
2018 Q1	$20K	Hold	625	–	–	﹤0.01%	537
2017 Q4	$20K	Hold	625	–	–	﹤0.01%	516
2017 Q3	$21K	Hold	625	–	–	﹤0.01%	499
2017 Q2	$21K	Hold	625	–	–	﹤0.01%	486
2017 Q1	$19K	Sell	625 -400	-39%	-$12K	﹤0.01%	493
2016 Q4	$28K	Hold	1,025	–	–	﹤0.01%	445
2016 Q3	$26K	Hold	1,025	–	–	﹤0.01%	460
2016 Q2	$25K	Buy	1,025 +625	+156%	+$16.6K	﹤0.01%	463
2016 Q1	$11K	Hold	400	–	–	﹤0.01%	528
2015 Q4	$12K	Sell	400 -8	-2%	-$255	﹤0.01%	551
2015 Q3	$16K	Hold	408	–	–	﹤0.01%	506
2015 Q2	$16K	Hold	408	–	–	﹤0.01%	506
2015 Q1	$16K	Hold	408	–	–	﹤0.01%	522
2014 Q4	$14K	Hold	408	–	–	﹤0.01%	527
2014 Q3	$13K	Hold	408	–	–	﹤0.01%	513
2014 Q2	$13K	Buy	+408	New	+$12.6K	﹤0.01%	536

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CCP

Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BX Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Blackstone (BX) stake by 5.5% in Q2 2026, buying an estimated $82.2K and bringing the position to 13,141 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #144.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BX in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.96M in Q3 2025. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 13,141 shares of Blackstone worth $1.55M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 684 Blackstone shares in Q2 2026, an estimated $82.2K.
Blackstone made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #144 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Blackstone in Q2 2014 and has held it in 48 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Blackstone position peaked at $1.96M in Q3 2025.
1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.