Morningstar Investment Management’s Blackstone BX Stock Holding History

Morningstar Investment 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	$1.77M	Hold	15,435	–	–	0.11%	180
2026 Q1	$1.77M	Buy	15,435 +1,405	+10%	+$183K	0.11%	178
2025 Q4	$2.16M	Buy	14,030 +3,193	+29%	+$485K	0.13%	155
2025 Q3	$1.85M	Buy	+10,837	New	+$1.86M	0.07%	260
2024 Q3	–	Sell	-1,672	Closed	-$207K	–	219
2024 Q2	$207K	Hold	1,672	–	–	0.02%	193
2024 Q1	$220K	Hold	1,672	–	–	0.02%	191
2023 Q4	$219K	Sell	1,672 -497	-23%	-$53.8K	0.03%	183
2023 Q3	$232K	Hold	2,169	–	–	0.03%	146
2023 Q2	$202K	Buy	+2,169	New	+$187K	0.03%	170

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Morningstar Investment Management's BX Position: Q2 2026 in Review

Morningstar Investment Management held its Blackstone (BX) position steady in Q2 2026 at 15,435 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #180.

Morningstar Investment Management first reported a position in BX in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Morningstar Investment Management held 15,435 shares of Blackstone worth $1.77M as of Q2 2026.
Morningstar Investment Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.11% of Morningstar Investment Management's portfolio in Q2 2026, its #180 holding.
Morningstar Investment Management first reported a position in Blackstone in Q2 2023 and has held it in 9 quarters since.
Morningstar Investment Management's Blackstone position peaked at $2.16M in Q4 2025.
962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.