Naples Global Advisors’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.63M Buy
64,831
+3,772
+6% +$453K 0.47% 59
2026
Q1
$7.02M Buy
61,059
+15,519
+34% +$2.02M 0.51% 65
2025
Q4
$7.02M Buy
45,540
+1,720
+4% +$261K 0.52% 56
2025
Q3
$7.49M Sell
43,820
-180
-0.4% -$30.8K 0.58% 46
2025
Q2
$6.58M Buy
44,000
+1,915
+5% +$263K 0.57% 51
2025
Q1
$5.88M Sell
42,085
-338
-0.8% -$54.9K 0.56% 47
2024
Q4
$7.31M Sell
42,423
-675
-2% -$118K 0.68% 37
2024
Q3
$6.6M Sell
43,098
-325
-0.7% -$45.1K 0.61% 43
2024
Q2
$5.38M Sell
43,423
-35
-0.1% -$4.31K 0.54% 53
2024
Q1
$5.71M Sell
43,458
-725
-2% -$90.5K 0.58% 49
2023
Q4
$5.78M Sell
44,183
-710
-2% -$76.8K 0.64% 44
2023
Q3
$4.81M Sell
44,893
-440
-1% -$45.8K 0.58% 49
2023
Q2
$4.21M Sell
45,333
-870
-2% -$75.2K 0.49% 59
2023
Q1
$4.06M Buy
46,203
+1,888
+4% +$167K 0.51% 58
2022
Q4
$3.29M Buy
44,315
+3,600
+9% +$311K 0.42% 70
2022
Q3
$3.41M Buy
40,715
+4,880
+14% +$473K 0.47% 64
2022
Q2
$3.27M Buy
35,835
+5,887
+20% +$636K 0.42% 71
2022
Q1
$3.8M Buy
29,948
+672
+2% +$82K 0.44% 71
2021
Q4
$3.79M Sell
29,276
-189
-0.6% -$25.2K 0.44% 68
2021
Q3
$3.43M Sell
29,465
-500
-2% -$58K 0.45% 68
2021
Q2
$2.91M Sell
29,965
-210
-0.7% -$18.6K 0.4% 77
2021
Q1
$2.25M Buy
30,175
+475
+2% +$32.8K 0.34% 90
2020
Q4
$1.93M Buy
29,700
+510
+2% +$29.7K 0.33% 91
2020
Q3
$1.52M Buy
29,190
+1,285
+5% +$68.8K 0.3% 106
2020
Q2
$1.58M Buy
27,905
+825
+3% +$43.4K 0.34% 91
2020
Q1
$1.23M Buy
27,080
+2,935
+12% +$162K 0.32% 96
2019
Q4
$1.35M Sell
24,145
-100
-0.4% -$5.19K 0.28% 111
2019
Q3
$1.18M Buy
24,245
+1,525
+7% +$74.4K 0.28% 124
2019
Q2
$1.01M Buy
22,720
+200
+0.9% +$7.98K 0.25% 130
2019
Q1
$788K Buy
22,520
+235
+1% +$7.84K 0.2% 158
2018
Q4
$707K Sell
22,285
-1,898
-8% -$62.7K 0.2% 160
2018
Q3
$921K Buy
24,183
+1,675
+7% +$60.5K 0.24% 137
2018
Q2
$724K Hold
22,508
0.2% 153
2018
Q1
$719K Buy
22,508
+200
+0.9% +$6.82K 0.21% 156
2017
Q4
$714K Hold
22,308
0.21% 155
2017
Q3
$744K Buy
22,308
+2,750
+14% +$90.5K 0.25% 134
2017
Q2
$652K Sell
19,558
-100
-0.5% -$3.14K 0.23% 144
2017
Q1
$584K Hold
19,658
0.21% 154
2016
Q4
$531K Sell
19,658
-3,000
-13% -$77.9K 0.21% 161
2016
Q3
$578K Sell
22,658
-15,675
-41% -$414K 0.23% 155
2016
Q2
$941K Sell
38,333
-5,775
-13% -$154K 0.39% 97
2016
Q1
$1.24M Sell
44,108
-1,545
-3% -$40.8K 0.52% 64
2015
Q4
$1.33M Sell
45,653
-4,877
-10% -$155K 0.65% 47
2015
Q3
$1.57M Buy
50,530
+4,074
+9% +$147K 0.81% 24
2015
Q2
$1.86M Buy
46,456
+5,706
+14% +$234K 0.89% 12
2015
Q1
$1.55M Buy
40,750
+1,834
+5% +$66.3K 0.74% 23
2014
Q4
$1.29M Buy
38,916
+3,898
+11% +$122K 0.68% 39
2014
Q3
$1.08M Buy
35,018
+6,685
+24% +$218K 0.64% 46
2014
Q2
$930K Buy
28,333
+3,607
+15% +$111K 0.55% 65
2014
Q1
$807K Buy
+24,726
New +$789K 0.49% 72

Other funds holding BX

Naples Global Advisors's BX Position: Q2 2026 in Review

Naples Global Advisors increased its Blackstone (BX) stake by 6.2% in Q2 2026, buying an estimated $453K and bringing the position to 64,831 shares worth $7.63M. The position accounts for 0.47% of the portfolio, ranked #59.

Naples Global Advisors first reported a position in BX in Q1 2014 and has held it in 50 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Naples Global Advisors held 64,831 shares of Blackstone worth $7.63M as of Q2 2026.
  • Naples Global Advisors bought 3,772 Blackstone shares in Q2 2026, an estimated $453K.
  • Blackstone made up 0.47% of Naples Global Advisors's portfolio in Q2 2026, its #59 holding.
  • Naples Global Advisors first reported a position in Blackstone in Q1 2014 and has held it in 50 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.