Moors & Cabot’s Blackstone BX Stock Holding History

Moors & Cabot’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 Q1	–	Sell	-700	Closed	-$2.94K	–	936
2025 Q4	$2.94K	Buy	+700	New	+$106K	﹤0.01%	918
2022 Q3	–	Sell	-5,500	Closed	-$3K	–	830
2022 Q2	$3K	Buy	5,500 +500	+10%	+$54K	﹤0.01%	804
2022 Q1	$23K	Buy	5,000 +4,993	+71,329%	+$609K	﹤0.01%	847
2021 Q4	$2K	Buy	+7	New	+$933	﹤0.01%	890

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moors & Cabot's BX Position: Q1 2026 in Review

Moors & Cabot increased its Blackstone (BX) stake by 4.7% in Q1 2026, buying an estimated $320K and bringing the position to 54,418 shares worth $6.26M. The position accounts for 0.27% of the portfolio, ranked #79.

Moors & Cabot first reported a position in BX in Q1 2014 and has held it in 49 quarters since. The position peaked at $12.2M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Moors & Cabot held 54,418 shares of Blackstone worth $6.26M as of Q1 2026.
Moors & Cabot bought 2,456 Blackstone shares in Q1 2026, an estimated $320K.
Blackstone made up 0.27% of Moors & Cabot's portfolio in Q1 2026, its #79 holding.
Moors & Cabot first reported a position in Blackstone in Q1 2014 and has held it in 49 quarters since.
Moors & Cabot's Blackstone position peaked at $12.2M in Q4 2021.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.