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Modus Advisors’s Blackstone BX Stock Holding History

Modus Advisors’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 		$5.07M Buy
43,074
+3,161
+8% +$380K 1.25% 28
2026
Q1 		$4.59M Buy
39,913
+3,322
+9% +$432K 1.26% 30
2025
Q4 		$5.64M Buy
36,591
+1,202
+3% +$183K 1.49% 23
2025
Q3 		$6.05M Buy
35,389
+87
+0.2% +$14.9K 1.64% 20
2025
Q2 		$5.28M Buy
35,302
+874
+3% +$120K 1.57% 23
2025
Q1 		$4.81M Buy
34,428
+1,245
+4% +$202K 1.58% 25
2024
Q4 		$5.72M Buy
33,183
+71
+0.2% +$12.4K 1.79% 21
2024
Q3 		$5.07M Buy
33,112
+674
+2% +$93.5K 1.67% 21
2024
Q2 		$4.02M Buy
32,438
+1,076
+3% +$132K 1.42% 27
2024
Q1 		$4.12M Buy
31,362
+1,127
+4% +$141K 1.53% 25
2023
Q4 		$3.96M Buy
30,235
+756
+3% +$81.8K 1.61% 22
2023
Q3 		$3.16M Buy
29,479
+168
+0.6% +$17.5K 1.38% 26
2023
Q2 		$2.73M Buy
29,311
+1,788
+6% +$154K 1.17% 31
2023
Q1 		$2.42M Buy
27,523
+173
+0.6% +$15.3K 1.11% 37
2022
Q4 		$2.03M Buy
27,350
+2,195
+9% +$190K 0.98% 42
2022
Q3 		$2.1M Buy
25,155
+442
+2% +$42.8K 1.11% 31
2022
Q2 		$2.25M Buy
24,713
+677
+3% +$73.1K 1.14% 30
2022
Q1 		$3.05M Buy
24,036
+494
+2% +$60.3K 1.34% 28
2021
Q4 		$3.05M Sell
23,542
-3,546
-13% -$473K 1.3% 28
2021
Q3 		$3.15M Sell
27,088
-2,419
-8% -$281K 1.36% 28
2021
Q2 		$2.87M Sell
29,507
-954
-3% -$84.7K 1.21% 28
2021
Q1 		$2.27M Buy
30,461
+2,246
+8% +$155K 1.05% 31
2020
Q4 		$1.83M Sell
28,215
-296
-1% -$17.2K 0.95% 36
2020
Q3 		$1.49M Buy
28,511
+20,275
+246% +$1.09M 0.85% 39
2020
Q2 		$467K Buy
+8,236
New +$433K 0.3% 58

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

Modus Advisors's BX Position: Q2 2026 in Review

Modus Advisors increased its Blackstone (BX) stake by 7.9% in Q2 2026, buying an estimated $380K and bringing the position to 43,074 shares worth $5.07M. The position accounts for 1.25% of the portfolio, ranked #28.

Modus Advisors first reported a position in BX in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.05M in Q3 2025. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Modus Advisors held 43,074 shares of Blackstone worth $5.07M as of Q2 2026.
  • Modus Advisors bought 3,161 Blackstone shares in Q2 2026, an estimated $380K.
  • Blackstone made up 1.25% of Modus Advisors's portfolio in Q2 2026, its #28 holding.
  • Modus Advisors first reported a position in Blackstone in Q2 2020 and has held it in 25 quarters since.
  • Modus Advisors's Blackstone position peaked at $6.05M in Q3 2025.
  • 2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.