McElhenny Sheffield Capital Management’s Blackstone BX Stock Holding History

McElhenny Sheffield Capital Management’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	$619K	Buy	5,261 +575	+12%	+$69.1K	0.15%	27
2026 Q1	$539K	Buy	4,686 +104	+2%	+$13.5K	0.13%	32
2025 Q4	$706K	Sell	4,582 -4,115	-47%	-$625K	0.17%	25
2025 Q3	$1.49M	Buy	8,697 +178	+2%	+$30.5K	0.35%	19
2025 Q2	$1.27M	Hold	8,519	–	–	0.34%	20
2025 Q1	$1.19M	Sell	8,519 -3,112	-27%	-$505K	0.45%	19
2024 Q4	$2.01M	Buy	11,631 +3,112	+37%	+$542K	0.67%	12
2024 Q3	$1.3M	Hold	8,519	–	–	0.43%	17
2024 Q2	$1.05M	Hold	8,519	–	–	0.36%	19
2024 Q1	$1.12M	Hold	8,519	–	–	0.4%	19
2023 Q4	$1.12M	Hold	8,519	–	–	0.45%	18
2023 Q3	$913K	Hold	8,519	–	–	0.46%	19
2023 Q2	$792K	Hold	8,519	–	–	0.34%	28
2023 Q1	$748K	Hold	8,519	–	–	0.39%	46
2022 Q4	$632K	Hold	8,519	–	–	0.29%	48
2022 Q3	$713K	Hold	8,519	–	–	0.54%	38
2022 Q2	$777K	Hold	8,519	–	–	0.36%	38
2022 Q1	$1.08M	Hold	8,519	–	–	0.38%	31
2021 Q4	$1.1M	Hold	8,519	–	–	0.41%	32
2021 Q3	$991K	Buy	+8,519	New	+$989K	0.45%	33

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

McElhenny Sheffield Capital Management's BX Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $69.1K and bringing the position to 5,261 shares worth $619K. The position accounts for 0.15% of the portfolio, ranked #27.

McElhenny Sheffield Capital Management first reported a position in BX in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.01M in Q4 2024. 646 funds tracked by Wall St. Rank hold BX as of Q2 2026.

McElhenny Sheffield Capital Management held 5,261 shares of Blackstone worth $619K as of Q2 2026.
McElhenny Sheffield Capital Management bought 575 Blackstone shares in Q2 2026, an estimated $69.1K.
Blackstone made up 0.15% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #27 holding.
McElhenny Sheffield Capital Management first reported a position in Blackstone in Q3 2021 and has held it in 20 quarters since.
McElhenny Sheffield Capital Management's Blackstone position peaked at $2.01M in Q4 2024.
646 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.