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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
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

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

McDonald Partners's BX Position: Q2 2026 in Review

McDonald Partners reduced its Blackstone (BX) stake by 4.3% in Q2 2026, selling an estimated $24K and leaving 4,464 shares worth $525K. The position accounts for 0.13% of the portfolio, ranked #146.

McDonald Partners first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.99M in Q3 2021. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • McDonald Partners held 4,464 shares of Blackstone worth $525K as of Q2 2026.
  • McDonald Partners sold 200 Blackstone shares in Q2 2026, an estimated $24K.
  • Blackstone made up 0.13% of McDonald Partners's portfolio in Q2 2026, its #146 holding.
  • McDonald Partners first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Blackstone position peaked at $1.99M in Q3 2021.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.