M
BX icon

MOTCO’s Blackstone BX Stock Holding History

MOTCO’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 		$4.46M Buy
37,882
+325
+0.9% +$39.1K 0.38% 79
2026
Q1 		$4.32M Buy
37,557
+895
+2% +$116K 0.4% 81
2025
Q4 		$5.65M Sell
36,662
-786
-2% -$119K 0.51% 63
2025
Q3 		$6.4M Buy
37,448
+371
+1% +$63.6K 0.58% 62
2025
Q2 		$6.41M Sell
37,077
-559
-1% -$76.8K 0.61% 59
2025
Q1 		$5.26M Sell
37,636
-7,985
-18% -$1.3M 0.56% 69
2024
Q4 		$7.87M Sell
45,621
-818
-2% -$143K 0.81% 52
2024
Q3 		$7.11M Sell
46,439
-6,189
-12% -$859K 0.71% 56
2024
Q2 		$6.52M Sell
52,628
-398
-0.8% -$49K 0.38% 82
2024
Q1 		$6.97M Sell
53,026
-2,126
-4% -$266K 0.42% 79
2023
Q4 		$7.22M Sell
55,152
-8,758
-14% -$948K 0.46% 70
2023
Q3 		$6.85M Sell
63,910
-345
-0.5% -$35.9K 0.47% 73
2023
Q2 		$5.97M Buy
64,255
+2,519
+4% +$218K 0.39% 94
2023
Q1 		$5.42M Buy
61,736
+1,366
+2% +$121K 0.37% 104
2022
Q4 		$4.48M Buy
60,370
+5,702
+10% +$492K 0.33% 110
2022
Q3 		$4.58M Buy
+54,668
New +$5.29M 0.36% 107
2021
Q4 		– Sell
-188
Closed -$22K – 579
2021
Q3 		$22K Sell
188
-248
-57% -$28.8K ﹤0.01% 414
2021
Q2 		$42K Sell
436
-1,064
-71% -$94.5K ﹤0.01% 372
2021
Q1 		$112K Hold
1,500
– – 0.01% 279
2020
Q4 		$97K Sell
1,500
-300
-17% -$17.5K 0.01% 300
2020
Q3 		$94K Hold
1,800
– – 0.01% 280
2020
Q2 		$102K Buy
1,800
+300
+20% +$15.8K 0.01% 254
2020
Q1 		$68K Hold
1,500
– – 0.01% 279
2019
Q4 		$84K Hold
1,500
– – 0.01% 282
2019
Q3 		$73K Buy
+1,500
New +$73.2K 0.01% 292
2017
Q3 		– Sell
-500
Closed -$17K – 563
2017
Q2 		$17K Buy
+500
New +$15.7K ﹤0.01% 436

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

MOTCO's BX Position: Q2 2026 in Review

MOTCO increased its Blackstone (BX) stake by 0.87% in Q2 2026, buying an estimated $39.1K and bringing the position to 37,882 shares worth $4.46M. The position accounts for 0.38% of the portfolio, ranked #79.

MOTCO first reported a position in BX in Q2 2017 and has held it in 26 quarters since. The position peaked at $7.87M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • MOTCO held 37,882 shares of Blackstone worth $4.46M as of Q2 2026.
  • MOTCO bought 325 Blackstone shares in Q2 2026, an estimated $39.1K.
  • Blackstone made up 0.38% of MOTCO's portfolio in Q2 2026, its #79 holding.
  • MOTCO first reported a position in Blackstone in Q2 2017 and has held it in 26 quarters since.
  • MOTCO's Blackstone position peaked at $7.87M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.