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Morse Asset Management’s Blackstone BX Stock Holding History

Morse Asset 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 		$1.18M Sell
10,024
-2,163
-18% -$260K 0.2% 90
2026
Q1 		$1.4M Buy
12,187
+555
+5% +$72.2K 0.29% 73
2025
Q4 		$1.79M Sell
11,632
-1,245
-10% -$189K 0.36% 66
2025
Q3 		$2.2M Buy
12,877
+2,826
+28% +$484K 0.44% 61
2025
Q2 		$1.5M Sell
10,051
-6,396
-39% -$879K 0.33% 67
2025
Q1 		$2.3M Buy
16,447
+1,716
+12% +$279K 0.58% 47
2024
Q4 		$2.54M Buy
14,731
+3,499
+31% +$610K 0.58% 48
2024
Q3 		$1.72M Buy
11,232
+80
+0.7% +$11.1K 0.37% 66
2024
Q2 		$1.38M Buy
11,152
+10
+0.1% +$1.23K 0.33% 69
2024
Q1 		$1.46M Buy
11,142
+2,305
+26% +$288K 0.37% 64
2023
Q4 		$1.16M Sell
8,837
-374
-4% -$40.5K 0.34% 70
2023
Q3 		$987K Buy
9,211
+3,261
+55% +$340K 0.31% 79
2023
Q2 		$553K Buy
5,950
+1,550
+35% +$134K 0.17% 108
2023
Q1 		$386K Sell
4,400
-150
-3% -$13.2K 0.13% 115
2022
Q4 		$338K Sell
4,550
-10,822
-70% -$935K 0.12% 111
2022
Q3 		$1.29M Sell
15,372
-3,635
-19% -$352K 0.49% 61
2022
Q2 		$1.73M Buy
19,007
+620
+3% +$67K 0.56% 58
2022
Q1 		$2.33M Sell
18,387
-325
-2% -$39.6K 0.58% 50
2021
Q4 		$2.42M Buy
18,712
+1,130
+6% +$151K 0.54% 52
2021
Q3 		$2.04M Buy
17,582
+3,957
+29% +$459K 0.49% 57
2021
Q2 		$1.32M Hold
13,625
– – 0.32% 76
2021
Q1 		$1.01M Buy
13,625
+150
+1% +$10.4K 0.26% 80
2020
Q4 		$873K Buy
13,475
+6,925
+106% +$403K 0.24% 80
2020
Q3 		$342K Buy
6,550
+2,900
+79% +$155K 0.11% 104
2020
Q2 		$207K Buy
+3,650
New +$192K 0.07% 112
2020
Q1 		– Sell
-3,600
Closed -$201K – 104
2019
Q4 		$201K Buy
+3,600
New +$187K 0.07% 127
2017
Q4 		– Sell
-6,750
Closed -$225K – 140
2017
Q3 		$225K Buy
+6,750
New +$222K 0.07% 120

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

Morse Asset Management's BX Position: Q2 2026 in Review

Morse Asset Management reduced its Blackstone (BX) stake by 18% in Q2 2026, selling an estimated $260K and leaving 10,024 shares worth $1.18M. The position accounts for 0.2% of the portfolio, ranked #90.

Morse Asset Management first reported a position in BX in Q3 2017 and has held it in 27 quarters since. The position peaked at $2.54M in Q4 2024. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Morse Asset Management held 10,024 shares of Blackstone worth $1.18M as of Q2 2026.
  • Morse Asset Management sold 2,163 Blackstone shares in Q2 2026, an estimated $260K.
  • Blackstone made up 0.2% of Morse Asset Management's portfolio in Q2 2026, its #90 holding.
  • Morse Asset Management first reported a position in Blackstone in Q3 2017 and has held it in 27 quarters since.
  • Morse Asset Management's Blackstone position peaked at $2.54M in Q4 2024.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.