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MSH Capital Advisors’s Blackstone BX Stock Holding History

MSH Capital Advisors’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 		$872K Buy
7,412
+2,744
+59% +$330K 0.15% 135
2026
Q1 		$537K Sell
4,668
-3,080
-40% -$401K 0.11% 169
2025
Q4 		$1.19M Buy
7,748
+3,348
+76% +$509K 0.26% 100
2025
Q3 		$752K Buy
4,400
+11
+0.3% +$1.89K 0.2% 124
2025
Q2 		$657K Buy
4,389
+1,200
+38% +$165K 0.19% 129
2025
Q1 		$446K Buy
3,189
+153
+5% +$24.8K 0.14% 157
2024
Q4 		$523K Sell
3,036
-18
-0.6% -$3.14K 0.16% 147
2024
Q3 		$468K Sell
3,054
-90
-3% -$12.5K 0.14% 158
2024
Q2 		$389K Buy
3,144
+10
+0.3% +$1.23K 0.13% 161
2024
Q1 		$412K Sell
3,134
-24
-0.8% -$3K 0.14% 147
2023
Q4 		$414K Sell
3,158
-582
-16% -$63K 0.15% 137
2023
Q3 		$401K Sell
3,740
-670
-15% -$69.8K 0.16% 143
2023
Q2 		$410K Buy
4,410
+676
+18% +$58.4K 0.15% 148
2023
Q1 		$328K Sell
3,734
-50
-1% -$4.42K 0.14% 152
2022
Q4 		$281K Buy
3,784
+265
+8% +$22.9K 0.13% 159
2022
Q3 		$295K Buy
3,519
+330
+10% +$32K 0.15% 143
2022
Q2 		$291K Buy
3,189
+813
+34% +$87.8K 0.14% 151
2022
Q1 		$302K Buy
+2,376
New +$290K 0.12% 156

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

MSH Capital Advisors's BX Position: Q2 2026 in Review

MSH Capital Advisors increased its Blackstone (BX) stake by 59% in Q2 2026, buying an estimated $330K and bringing the position to 7,412 shares worth $872K. The position accounts for 0.15% of the portfolio, ranked #135.

MSH Capital Advisors first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2025. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • MSH Capital Advisors held 7,412 shares of Blackstone worth $872K as of Q2 2026.
  • MSH Capital Advisors bought 2,744 Blackstone shares in Q2 2026, an estimated $330K.
  • Blackstone made up 0.15% of MSH Capital Advisors's portfolio in Q2 2026, its #135 holding.
  • MSH Capital Advisors first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
  • MSH Capital Advisors's Blackstone position peaked at $1.19M in Q4 2025.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.