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Matthew Hamilton Rosenberg’s Blackstone BX Stock Holding History

Matthew Hamilton Rosenberg’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 		$49.2K Sell
418
-39
-9% -$4.69K 0.01% 440
2026
Q1 		$52.5K Hold
457
– – 0.01% 416
2025
Q4 		$70.4K Sell
457
-46
-9% -$6.99K 0.01% 375
2025
Q3 		$85.9K Hold
503
– – 0.02% 355
2025
Q2 		$75.2K Buy
503
+34
+7% +$4.67K 0.02% 385
2025
Q1 		$65.6K Hold
469
– – 0.02% 380
2024
Q4 		$80.9K Buy
469
+85
+22% +$14.8K 0.02% 341
2024
Q3 		$58.8K Buy
384
+132
+52% +$18.3K 0.02% 400
2024
Q2 		$30.8K Sell
252
-199
-44% -$24.5K 0.01% 481
2024
Q1 		$59.1K Sell
451
-61
-12% -$7.62K 0.02% 402
2023
Q4 		$67K Sell
512
-129
-20% -$14K 0.02% 382
2023
Q3 		$68.6K Hold
641
– – 0.02% 354
2023
Q2 		$59.6K Sell
641
-510
-44% -$44.1K 0.02% 396
2023
Q1 		$101K Buy
1,151
+100
+10% +$8.83K 0.03% 311
2022
Q4 		$78K Buy
1,051
+1
+0.1% +$86 0.03% 354
2022
Q3 		$88K Buy
1,050
+130
+14% +$12.6K 0.03% 314
2022
Q2 		$85K Buy
920
+150
+19% +$16.2K 0.03% 336
2022
Q1 		$98K Buy
770
+725
+1,611% +$88.4K 0.03% 311
2021
Q4 		$6K Buy
+45
New +$6K ﹤0.01% 632

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

Matthew Hamilton Rosenberg's BX Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Blackstone (BX) stake by 8.5% in Q2 2026, selling an estimated $4.69K and leaving 418 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #440.

Matthew Hamilton Rosenberg first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $101K in Q1 2023. 2,151 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Matthew Hamilton Rosenberg held 418 shares of Blackstone worth $49.2K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 39 Blackstone shares in Q2 2026, an estimated $4.69K.
  • Blackstone made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #440 holding.
  • Matthew Hamilton Rosenberg first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Matthew Hamilton Rosenberg's Blackstone position peaked at $101K in Q1 2023.
  • 2,151 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.