New Vernon Investment Management’s Blackstone BX Stock Holding History

New Vernon 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 Q1	$1.52M	Hold	13,201	–	–	1.61%	20
2025 Q4	$2.03M	Hold	13,201	–	–	1.98%	17
2025 Q3	$2.26M	Hold	13,201	–	–	2.1%	18
2025 Q2	$1.97M	Hold	13,201	–	–	2.3%	17
2025 Q1	$1.85M	Buy	13,201 +2,201	+20%	+$357K	2.47%	15
2024 Q4	$2.55M	Sell	11,000 -2,201	-17%	-$383K	3.37%	11
2024 Q3	$2.02M	Hold	13,201	–	–	2.18%	15
2024 Q2	$1.63M	Hold	13,201	–	–	2.12%	18
2024 Q1	$1.73M	Hold	13,201	–	–	1.47%	15
2023 Q4	$1.73M	Hold	13,201	–	–	1.99%	15
2023 Q3	$1.41M	Hold	13,201	–	–	2.16%	12
2023 Q2	$1.23M	Hold	13,201	–	–	1.99%	13
2023 Q1	$1.16M	Hold	13,201	–	–	2.39%	12
2022 Q4	$979K	Hold	13,201	–	–	1.5%	13
2022 Q3	$1.1M	Hold	13,201	–	–	2.25%	12
2022 Q2	$1.2M	Hold	13,201	–	–	2.07%	13
2022 Q1	$1.68M	Hold	13,201	–	–	2.34%	11
2021 Q4	$1.71M	Hold	13,201	–	–	2.74%	10
2021 Q3	$1.54M	Hold	13,201	–	–	2.61%	11
2021 Q2	$1.28M	Hold	13,201	–	–	2.15%	12
2021 Q1	$984K	Hold	13,201	–	–	1.63%	15
2020 Q4	$856K	Hold	13,201	–	–	1.63%	19
2020 Q3	$689K	Hold	13,201	–	–	1.55%	21
2020 Q2	$748K	Hold	13,201	–	–	1.88%	18
2020 Q1	$602K	Hold	13,201	–	–	1.57%	19
2019 Q4	$738K	Buy	+13,201	New	+$685K	1.57%	15
2019 Q3	–	Sell	-13,201	Closed	-$586K	–	37
2019 Q2	$586K	Hold	13,201	–	–	1.16%	16
2019 Q1	$462K	Hold	13,201	–	–	1.11%	27
2018 Q4	$394K	Sell	13,201 -5,600	-30%	-$185K	1.14%	35
2018 Q3	$716K	Hold	18,801	–	–	0.85%	33
2018 Q2	$605K	Hold	18,801	–	–	0.69%	34
2018 Q1	$601K	Hold	18,801	–	–	0.72%	36
2017 Q4	$602K	Hold	18,801	–	–	0.63%	37
2017 Q3	$627K	Hold	18,801	–	–	0.7%	29
2017 Q2	$627K	Hold	18,801	–	–	0.79%	26
2017 Q1	$558K	Buy	18,801 +2,606	+16%	+$78.4K	0.73%	28
2016 Q4	$438K	Hold	16,195	–	–	0.61%	39
2016 Q3	$413K	Sell	16,195 -8,097	-33%	-$214K	0.44%	45
2016 Q2	$596K	Sell	24,292 -3,604	-13%	-$95.9K	0.52%	50
2016 Q1	$782K	Sell	27,896 -10,849	-28%	-$287K	0.67%	47
2015 Q4	$1.13M	Sell	38,745 -736	-2%	-$23.5K	0.86%	43
2015 Q3	$1.23M	Hold	39,481	–	–	0.97%	39
2015 Q2	$1.58M	Sell	39,481 -5,397	-12%	-$222K	1.08%	31
2015 Q1	$1.71M	Sell	44,878 -39,231	-47%	-$1.42M	1.17%	33
2014 Q4	$2.79M	Sell	84,109 -68,741	-45%	-$2.15M	1.89%	21
2014 Q3	$4.72M	Hold	152,850	–	–	3.85%	8
2014 Q2	$5.02M	Hold	152,850	–	–	3.46%	10
2014 Q1	$4.99M	Sell	152,850 -76,425	-33%	-$2.44M	3.81%	9
2013 Q4	$7.09M	Hold	229,275	–	–	7.23%	2
2013 Q3	$5.6M	Hold	229,275	–	–	6.81%	1
2013 Q2	$4.74M	Buy	+229,275	New	+$4.77M	5.59%	5

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New Vernon Investment Management's BX Position: Q1 2026 in Review

New Vernon Investment Management held its Blackstone (BX) position steady in Q1 2026 at 13,201 shares worth $1.52M. The position accounts for 1.61% of the portfolio, ranked #20.

New Vernon Investment Management first reported a position in BX in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.09M in Q4 2013. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

New Vernon Investment Management held 13,201 shares of Blackstone worth $1.52M as of Q1 2026.
New Vernon Investment Management left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 1.61% of New Vernon Investment Management's portfolio in Q1 2026, its #20 holding.
New Vernon Investment Management first reported a position in Blackstone in Q2 2013 and has held it in 51 quarters since.
New Vernon Investment Management's Blackstone position peaked at $7.09M in Q4 2013.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.