Narwhal Capital Management’s Blackstone BX Stock Holding History

Narwhal 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	$7.52M	Sell	63,897 -8,636	-12%	-$1.04M	0.52%	47
2026 Q1	$8.34M	Buy	72,533 +779	+1%	+$101K	0.62%	38
2025 Q4	$11.1M	Buy	71,754 +3,304	+5%	+$502K	0.8%	33
2025 Q3	$11.7M	Sell	68,450 -1,533	-2%	-$263K	0.87%	31
2025 Q2	$10.5M	Buy	69,983 +5,369	+8%	+$738K	0.84%	31
2025 Q1	$9.03M	Buy	64,614 +16,486	+34%	+$2.68M	0.8%	33
2024 Q4	$8.3M	Sell	48,128 -1,448	-3%	-$252K	0.73%	37
2024 Q3	$7.59M	Sell	49,576 -247	-0.5%	-$34.3K	0.68%	42
2024 Q2	$6.17M	Sell	49,823 -327	-0.7%	-$40.2K	0.58%	43
2024 Q1	$6.59M	Buy	50,150 +468	+0.9%	+$58.4K	0.65%	44
2023 Q4	$6.5M	Sell	49,682 -8,300	-14%	-$898K	0.71%	42
2023 Q3	$6.21M	Sell	57,982 -185	-0.3%	-$19.3K	0.76%	42
2023 Q2	$5.41M	Sell	58,167 -263	-0.5%	-$22.7K	0.64%	48
2023 Q1	$5.13M	Buy	58,430 +18	+0%	+$1.59K	0.64%	46
2022 Q4	$4.33M	Sell	58,412 -5,030	-8%	-$434K	0.58%	48
2022 Q3	$5.31M	Buy	63,442 +76	+0.1%	+$7.36K	0.77%	42
2022 Q2	$5.78M	Sell	63,366 -8,412	-12%	-$908K	0.79%	39
2022 Q1	$9.11M	Buy	71,778 +17,110	+31%	+$2.09M	1.07%	31
2021 Q4	$7.07M	Buy	54,668 +135	+0.2%	+$18K	0.8%	38
2021 Q3	$6.34M	Buy	54,533 +8,023	+17%	+$931K	0.8%	40
2021 Q2	$4.52M	Sell	46,510 -447	-1%	-$39.7K	0.57%	50
2021 Q1	$3.5M	Buy	46,957 +1,282	+3%	+$88.5K	0.47%	58
2020 Q4	$2.96M	Hold	45,675	–	–	0.42%	58
2020 Q3	$2.38M	Sell	45,675 -200	-0.4%	-$10.7K	0.38%	61
2020 Q2	$2.6M	Buy	+45,875	New	+$2.41M	0.45%	59
2019 Q3	–	Sell	-106,805	Closed	-$4.74M	–	141
2019 Q2	$4.74M	Hold	106,805	–	–	0.98%	37
2019 Q1	$3.73M	Sell	106,805 -12,000	-10%	-$400K	0.81%	41
2018 Q4	$3.54M	Hold	118,805	–	–	0.88%	38
2018 Q3	$4.52M	Sell	118,805 -1,625	-1%	-$58.7K	1%	36
2018 Q2	$3.87M	Sell	120,430 -16,675	-12%	-$531K	0.9%	38
2018 Q1	$4.38M	Buy	137,105 +1,650	+1%	+$56.3K	1.02%	32
2017 Q4	$4.34M	Buy	135,455 +31,700	+31%	+$1.03M	1%	32
2017 Q3	$3.46M	Sell	103,755 -1,950	-2%	-$64.2K	0.86%	39
2017 Q2	$3.52M	Sell	105,705 -150	-0.1%	-$4.71K	0.91%	38
2017 Q1	$3.14M	Buy	105,855 +800	+0.8%	+$24.1K	0.88%	39
2016 Q4	$2.84M	Buy	105,055 +5,450	+5%	+$141K	0.85%	40
2016 Q3	$2.54M	Buy	99,605 +1,300	+1%	+$34.3K	0.8%	44
2016 Q2	$2.41M	Buy	98,305 +13,580	+16%	+$361K	0.76%	44
2016 Q1	$2.38M	Buy	84,725 +10,125	+14%	+$267K	0.78%	45
2015 Q4	$2.18M	Buy	74,600 +19,727	+36%	+$629K	0.76%	44
2015 Q3	$1.71M	Buy	54,873 +2,420	+5%	+$87.5K	0.64%	51
2015 Q2	$2.1M	Hold	52,453	–	–	0.77%	45
2015 Q1	$2M	Hold	52,453	–	–	0.73%	49
2014 Q4	$1.74M	Sell	52,453 -127	-0.2%	-$3.97K	0.67%	53
2014 Q3	$1.62M	Hold	52,580	–	–	0.65%	56
2014 Q2	$1.73M	Hold	52,580	–	–	0.66%	56
2014 Q1	$1.72M	Hold	52,580	–	–	0.71%	54
2013 Q4	$1.63M	Sell	52,580 -816	-2%	-$22.2K	0.67%	56
2013 Q3	$1.3M	Sell	53,396 -2,445	-4%	-$54.4K	0.62%	63
2013 Q2	$1.15M	Buy	+55,841	New	+$1.16M	0.56%	70

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

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

Narwhal Capital Management reduced its Blackstone (BX) stake by 12% in Q2 2026, selling an estimated $1.04M and leaving 63,897 shares worth $7.52M. The position accounts for 0.52% of the portfolio, ranked #47.

Narwhal Capital Management first reported a position in BX in Q2 2013 and has held it in 50 quarters since. The position peaked at $11.7M in Q3 2025. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Narwhal Capital Management held 63,897 shares of Blackstone worth $7.52M as of Q2 2026.
Narwhal Capital Management sold 8,636 Blackstone shares in Q2 2026, an estimated $1.04M.
Blackstone made up 0.52% of Narwhal Capital Management's portfolio in Q2 2026, its #47 holding.
Narwhal Capital Management first reported a position in Blackstone in Q2 2013 and has held it in 50 quarters since.
Narwhal Capital Management's Blackstone position peaked at $11.7M in Q3 2025.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.