MV Capital Management’s Blackstone BX Stock Holding History

MV 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	$83.9K	Buy	713 +111	+18%	+$13.3K	0.01%	269
2026 Q1	$69.2K	Sell	602 -64	-10%	-$8.33K	0.01%	288
2025 Q4	$103K	Buy	666 +10	+2%	+$1.52K	0.01%	239
2025 Q3	$112K	Buy	656 +1	+0.2%	+$171	0.01%	234
2025 Q2	$98K	Sell	655 -108	-14%	-$14.8K	0.01%	243
2025 Q1	$107K	Sell	763 -54	-7%	-$8.77K	0.01%	233
2024 Q4	$141K	Sell	817 -2	-0.2%	-$348	0.02%	193
2024 Q3	$125K	Buy	819 +120	+17%	+$16.6K	0.01%	209
2024 Q2	$86.5K	Buy	699 +71	+11%	+$8.74K	0.01%	248
2024 Q1	$82.5K	Buy	628 +7	+1%	+$874	0.01%	250
2023 Q4	$81.3K	Buy	621 +147	+31%	+$15.9K	0.01%	243
2023 Q3	$50.8K	Buy	474 +263	+125%	+$27.4K	0.01%	285
2023 Q2	$19.6K	Hold	211	–	–	﹤0.01%	407
2023 Q1	$18.5K	Hold	211	–	–	﹤0.01%	415
2022 Q4	$15.7K	Hold	211	–	–	﹤0.01%	390
2022 Q3	$18K	Buy	211 +130	+160%	+$12.6K	﹤0.01%	346
2022 Q2	$7K	Hold	81	–	–	﹤0.01%	495
2022 Q1	$10K	Hold	81	–	–	﹤0.01%	459
2021 Q4	$10K	Hold	81	–	–	﹤0.01%	456
2021 Q3	$9K	Hold	81	–	–	﹤0.01%	442
2021 Q2	$8K	Hold	81	–	–	﹤0.01%	403
2021 Q1	$6K	Hold	81	–	–	﹤0.01%	271
2020 Q4	$5K	Hold	81	–	–	﹤0.01%	267
2020 Q3	$4K	Hold	81	–	–	﹤0.01%	242
2020 Q2	$5K	Hold	81	–	–	﹤0.01%	245
2020 Q1	$4K	Buy	+81	New	+$4.48K	﹤0.01%	254
2016 Q1	–	Sell	-661	Closed	-$19K	–	289
2015 Q4	$19K	Sell	661 -13	-2%	-$414	0.01%	207
2015 Q3	$21K	Buy	+674	New	+$24.4K	0.01%	190
2015 Q2	–	Hold	0	–	–	–	229

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MV Capital Management increased its Blackstone (BX) stake by 18% in Q2 2026, buying an estimated $13.3K and bringing the position to 713 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #269.

MV Capital Management first reported a position in BX in Q3 2015 and has held it in 28 quarters since. The position peaked at $141K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

MV Capital Management held 713 shares of Blackstone worth $83.9K as of Q2 2026.
MV Capital Management bought 111 Blackstone shares in Q2 2026, an estimated $13.3K.
Blackstone made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #269 holding.
MV Capital Management first reported a position in Blackstone in Q3 2015 and has held it in 28 quarters since.
MV Capital Management's Blackstone position peaked at $141K in Q4 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.