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NEOS Investment Management’s Blackstone BX Stock Holding History

NEOS Investment 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 		$14.4M Buy
122,455
+16,947
+16% +$2.04M 0.05% 221
2026
Q1 		$12.1M Buy
105,508
+4,878
+5% +$635K 0.06% 215
2025
Q4 		$15.5M Buy
100,630
+7,804
+8% +$1.19M 0.09% 176
2025
Q3 		$15.9M Buy
92,826
+28,339
+44% +$4.86M 0.12% 149
2025
Q2 		$9.65M Buy
64,487
+12,699
+25% +$1.74M 0.12% 156
2025
Q1 		$7.24M Buy
51,788
+10,019
+24% +$1.63M 0.14% 154
2024
Q4 		$7.2M Buy
41,769
+9,954
+31% +$1.73M 0.17% 116
2024
Q3 		$4.87M Buy
31,815
+6,496
+26% +$901K 0.15% 133
2024
Q2 		$3.13M Buy
25,319
+7,968
+46% +$981K 0.13% 144
2024
Q1 		$2.28M Buy
17,351
+7,348
+73% +$918K 0.14% 135
2023
Q4 		$1.31M Buy
+10,003
New +$1.08M 0.12% 157

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

NEOS Investment Management's BX Position: Q2 2026 in Review

NEOS Investment Management increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $2.04M and bringing the position to 122,455 shares worth $14.4M. The position accounts for 0.05% of the portfolio, ranked #221.

NEOS Investment Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q3 2025. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • NEOS Investment Management held 122,455 shares of Blackstone worth $14.4M as of Q2 2026.
  • NEOS Investment Management bought 16,947 Blackstone shares in Q2 2026, an estimated $2.04M.
  • Blackstone made up 0.05% of NEOS Investment Management's portfolio in Q2 2026, its #221 holding.
  • NEOS Investment Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Blackstone position peaked at $15.9M in Q3 2025.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.