McDonald Partners
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McDonald Partners’s Blackstone BX Stock Holding History

McDonald 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
2026
Q3 		$500K Hold
4,464
– – 0.12% 146
2026
Q2 		$525K Sell
4,464
-200
-4% -$24K 0.13% 146
2026
Q1 		$536K Sell
4,664
-950
-17% -$124K 0.13% 137
2025
Q4 		$865K Buy
5,614
+388
+7% +$59K 0.27% 91
2025
Q3 		$893K Sell
5,226
-73
-1% -$12.5K 0.27% 92
2025
Q2 		$793K Sell
5,299
-131
-2% -$18K 0.19% 138
2025
Q1 		$759K Sell
5,430
-1
-0% -$162 0.2% 132
2024
Q4 		$937K Sell
5,431
-7
-0.1% -$1.22K 0.24% 113
2024
Q3 		$833K Hold
5,438
– – 0.21% 128
2024
Q2 		$673K Hold
5,438
– – 0.18% 136
2024
Q1 		$714K Buy
5,438
+1
+0% +$125 0.2% 128
2023
Q4 		$712K Buy
5,437
+1
+0% +$108 0.21% 128
2023
Q3 		$582K Buy
5,436
+20
+0.4% +$2.08K 0.19% 134
2023
Q2 		$504K Hold
5,416
– – 0.15% 154
2023
Q1 		$476K Buy
5,416
+26
+0.5% +$2.3K 0.15% 154
2022
Q4 		$400K Sell
5,390
-43
-0.8% -$3.71K 0.14% 156
2022
Q3 		$455K Sell
5,433
-8,092
-60% -$784K 0.17% 145
2022
Q2 		$1.23M Sell
13,525
-1,747
-11% -$189K 0.32% 94
2022
Q1 		$1.94M Buy
+15,272
New +$1.86M 0.42% 67
2021
Q4 		– Sell
-17,067
Closed -$1.99M – 570
2021
Q3 		$1.99M Buy
17,067
+2,639
+18% +$306K 0.47% 59
2021
Q2 		$1.4M Buy
14,428
+4,077
+39% +$362K 0.33% 87
2021
Q1 		$771K Buy
10,351
+2,102
+25% +$145K 0.2% 135
2020
Q4 		$535K Buy
+8,249
New +$480K 0.15% 160

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

McDonald Partners's BX Position: Q3 2026 in Review

McDonald Partners held its Blackstone (BX) position steady in Q3 2026 at 4,464 shares worth $500K. The position accounts for 0.12% of the portfolio, ranked #146.

McDonald Partners first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.99M in Q3 2021. 1,335 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • McDonald Partners held 4,464 shares of Blackstone worth $500K as of Q3 2026.
  • McDonald Partners left its Blackstone share count unchanged in Q3 2026.
  • Blackstone made up 0.12% of McDonald Partners's portfolio in Q3 2026, its #146 holding.
  • McDonald Partners first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Blackstone position peaked at $1.99M in Q3 2021.
  • 1,335 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.