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Montag & Associates’s Blackstone BX Stock Holding History

Montag & Associates’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 		$344K Sell
2,921
-160
-5% -$19.2K 0.01% 357
2026
Q1 		$354K Sell
3,081
-2,758
-47% -$359K 0.02% 345
2025
Q4 		$900K Sell
5,839
-13,734
-70% -$2.09M 0.04% 250
2025
Q3 		$3.34M Buy
19,573
+919
+5% +$157K 0.15% 129
2025
Q2 		$2.79M Buy
18,654
+15,550
+501% +$2.14M 0.14% 138
2025
Q1 		$434K Buy
3,104
+4
+0.1% +$649 0.02% 325
2024
Q4 		$535K Buy
3,100
+1
+0% +$174 0.03% 312
2024
Q3 		$475K Sell
3,099
-400
-11% -$55.5K 0.02% 328
2024
Q2 		$433K Sell
3,499
-15
-0.4% -$1.85K 0.02% 324
2024
Q1 		$462K Buy
3,514
+1,300
+59% +$162K 0.02% 327
2023
Q4 		$290K Buy
2,214
+609
+38% +$65.9K 0.02% 357
2023
Q3 		$172K Hold
1,605
– – 0.01% 402
2023
Q2 		$149K Hold
1,605
– – 0.01% 430
2023
Q1 		$141K Buy
1,605
+3
+0.2% +$265 0.01% 428
2022
Q4 		$119K Buy
1,602
+229
+17% +$19.8K 0.01% 435
2022
Q3 		$115K Buy
1,373
+1,350
+5,870% +$131K 0.01% 424
2022
Q2 		$2K Hold
23
– – ﹤0.01% 766
2022
Q1 		$3K Hold
23
– – ﹤0.01% 770
2021
Q4 		$3K Hold
23
– – ﹤0.01% 781
2021
Q3 		$3K Hold
23
– – ﹤0.01% 778
2021
Q2 		$2K Hold
23
– – ﹤0.01% 782
2021
Q1 		$2K Hold
23
– – ﹤0.01% 786
2020
Q4 		$1K Buy
+23
New +$1.34K ﹤0.01% 776

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 $3.38T AUM 44.17% 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

Montag & Associates's BX Position: Q2 2026 in Review

Montag & Associates reduced its Blackstone (BX) stake by 5.2% in Q2 2026, selling an estimated $19.2K and leaving 2,921 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #357.

Montag & Associates first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.34M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Montag & Associates held 2,921 shares of Blackstone worth $344K as of Q2 2026.
  • Montag & Associates sold 160 Blackstone shares in Q2 2026, an estimated $19.2K.
  • Blackstone made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #357 holding.
  • Montag & Associates first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Blackstone position peaked at $3.34M in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.