Morton Capital Management’s Blackstone BX Stock Holding History

Morton Capital 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	$299K	Hold	2,545	–	–	0.04%	118
2026 Q1	$293K	Hold	2,545	–	–	0.04%	101
2025 Q4	$392K	Sell	2,545 -100	-4%	-$15.2K	0.06%	81
2025 Q3	$452K	Hold	2,645	–	–	0.07%	78
2025 Q2	$396K	Sell	2,645 -28	-1%	-$3.85K	0.07%	79
2025 Q1	$374K	Buy	2,673 +10	+0.4%	+$1.62K	0.07%	76
2024 Q4	$459K	Buy	2,663 +14	+0.5%	+$2.44K	0.09%	73
2024 Q3	$406K	Sell	2,649 -1,496	-36%	-$208K	0.08%	74
2024 Q2	$513K	Sell	4,145 -80	-2%	-$9.84K	0.12%	60
2024 Q1	$555K	Sell	4,225 -677	-14%	-$84.5K	0.15%	59
2023 Q4	$642K	Buy	4,902 +6	+0.1%	+$649	0.19%	48
2023 Q3	$525K	Sell	4,896 -359	-7%	-$37.4K	0.19%	49
2023 Q2	$489K	Buy	5,255 +200	+4%	+$17.3K	0.17%	56
2023 Q1	$444K	Hold	5,055	–	–	0.16%	60
2022 Q4	$375K	Hold	5,055	–	–	0.15%	59
2022 Q3	$423K	Hold	5,055	–	–	0.19%	51
2022 Q2	$461K	Buy	5,055 +546	+12%	+$59K	0.2%	48
2022 Q1	$572K	Sell	4,509 -507	-10%	-$61.8K	0.23%	42
2021 Q4	$649K	Buy	+5,016	New	+$669K	0.26%	41

Other funds holding BX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morton Capital Management's BX Position: Q2 2026 in Review

Morton Capital Management held its Blackstone (BX) position steady in Q2 2026 at 2,545 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #118.

Morton Capital Management first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $649K in Q4 2021. 571 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Morton Capital Management held 2,545 shares of Blackstone worth $299K as of Q2 2026.
Morton Capital Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #118 holding.
Morton Capital Management first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Blackstone position peaked at $649K in Q4 2021.
571 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.