Midwest Trust’s Blackstone BX Stock Holding History

Midwest Trust’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	$32.1M	Buy	272,977 +26,001	+11%	+$3.12M	0.36%	67
2026 Q1	$28.4M	Buy	246,976 +58,175	+31%	+$7.57M	0.35%	70
2025 Q4	$29.1M	Buy	188,801 +8,790	+5%	+$1.34M	0.36%	66
2025 Q3	$30.8M	Buy	180,011 +3,781	+2%	+$648K	0.4%	59
2025 Q2	$26.4M	Buy	+176,230	New	+$24.2M	0.37%	64

Other funds holding BX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Midwest Trust's BX Position: Q2 2026 in Review

Midwest Trust increased its Blackstone (BX) stake by 11% in Q2 2026, buying an estimated $3.12M and bringing the position to 272,977 shares worth $32.1M. The position accounts for 0.36% of the portfolio, ranked #67.

Midwest Trust first reported a position in BX in Q2 2025 and has held it in 5 quarters since. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Midwest Trust held 272,977 shares of Blackstone worth $32.1M as of Q2 2026.
Midwest Trust bought 26,001 Blackstone shares in Q2 2026, an estimated $3.12M.
Blackstone made up 0.36% of Midwest Trust's portfolio in Q2 2026, its #67 holding.
Midwest Trust first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.