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North Star Investment Management’s Blackstone BX Stock Holding History

North Star 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 		$19.5M Buy
170,012
+9,973
+6% +$1.3M 1.18% 11
2025
Q4 		$24.7M Buy
160,039
+62
+0% +$9.42K 1.55% 11
2025
Q3 		$27.3M Sell
159,977
-1,149
-0.7% -$197K 1.76% 10
2025
Q2 		$24.1M Buy
161,126
+366
+0.2% +$50.3K 1.68% 10
2025
Q1 		$22.5M Sell
160,760
-4,076
-2% -$662K 1.64% 10
2024
Q4 		$28.4M Sell
164,836
-11,327
-6% -$1.97M 1.98% 9
2024
Q3 		$27M Sell
176,163
-3,707
-2% -$514K 1.86% 10
2024
Q2 		$22.3M Sell
179,870
-802
-0.4% -$98.7K 1.63% 9
2024
Q1 		$23.7M Sell
180,672
-4,958
-3% -$619K 1.69% 9
2023
Q4 		$24.3M Sell
185,630
-625
-0.3% -$67.6K 1.87% 8
2023
Q3 		$20M Buy
186,255
+397
+0.2% +$41.3K 1.68% 9
2023
Q2 		$17.3M Sell
185,858
-347
-0.2% -$30K 1.4% 9
2023
Q1 		$16.4M Sell
186,205
-8,114
-4% -$717K 1.35% 10
2022
Q4 		$14.4M Sell
194,319
-1,084
-0.6% -$93.6K 1.28% 11
2022
Q3 		$16.4M Sell
195,403
-61
-0% -$5.91K 1.6% 10
2022
Q2 		$17.8M Buy
195,464
+7,162
+4% +$773K 1.62% 10
2022
Q1 		$23.9M Sell
188,302
-6,990
-4% -$853K 1.86% 9
2021
Q4 		$25.3M Buy
195,292
+177
+0.1% +$23.6K 1.77% 9
2021
Q3 		$22.7M Sell
195,115
-5,795
-3% -$672K 1.84% 9
2021
Q2 		$19.5M Sell
200,910
-3,234
-2% -$287K 1.55% 10
2021
Q1 		$15.2M Buy
204,144
+381
+0.2% +$26.3K 1.43% 12
2020
Q4 		$13.2M Buy
203,763
+659
+0.3% +$38.4K 1.37% 10
2020
Q3 		$10.6M Sell
203,104
-4
-0% -$214 1.25% 12
2020
Q2 		$11.5M Sell
203,108
-9,933
-5% -$523K 1.5% 10
2020
Q1 		$9.71M Sell
213,041
-12,669
-6% -$701K 1.44% 11
2019
Q4 		$12.6M Sell
225,710
-2,040
-0.9% -$106K 1.32% 11
2019
Q3 		$11.1M Buy
+227,750
New +$11.1M 1.24% 12
2019
Q2 		– Sell
-237,522
Closed -$8.31M – 458
2019
Q1 		$8.31M Buy
237,522
+111
+0% +$3.7K 0.97% 17
2018
Q4 		$7.08M Sell
237,411
-9,847
-4% -$325K 0.92% 20
2018
Q3 		$9.42M Buy
247,258
+6,389
+3% +$231K 1.05% 15
2018
Q2 		$7.75M Buy
240,869
+4,908
+2% +$156K 0.9% 21
2018
Q1 		$7.54M Buy
235,961
+10,949
+5% +$373K 0.9% 20
2017
Q4 		$7.21M Buy
225,012
+5,473
+2% +$178K 0.87% 19
2017
Q3 		$7.33M Sell
219,539
-18,159
-8% -$598K 0.93% 16
2017
Q2 		$7.93M Buy
237,698
+20,694
+10% +$649K 1.06% 15
2017
Q1 		$6.45M Buy
217,004
+17,133
+9% +$515K 0.89% 21
2016
Q4 		$5.4M Buy
199,871
+50,569
+34% +$1.31M 0.81% 23
2016
Q3 		$3.81M Buy
149,302
+4,390
+3% +$116K 0.68% 30
2016
Q2 		$3.56M Buy
144,912
+18,711
+15% +$498K 0.65% 29
2016
Q1 		$3.54M Buy
126,201
+13,651
+12% +$361K 0.68% 30
2015
Q4 		$3.29M Buy
112,550
+34,622
+44% +$1.1M 0.64% 37
2015
Q3 		$2.42M Buy
77,928
+70,031
+887% +$2.53M 0.5% 52
2015
Q2 		$317K Buy
7,897
+254
+3% +$10.4K 0.06% 249
2015
Q1 		$292K Sell
7,643
-407
-5% -$14.7K 0.05% 247
2014
Q4 		$267K Buy
8,050
+407
+5% +$12.7K 0.05% 246
2014
Q3 		$236K Hold
7,643
– – 0.05% 250
2014
Q2 		$251K Hold
7,643
– – 0.05% 252
2014
Q1 		$249K Sell
7,643
-30
-0.4% -$957 0.05% 256
2013
Q4 		$237K Buy
+7,673
New +$209K 0.05% 273

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Star Investment Management's BX Position: Q1 2026 in Review

North Star Investment Management increased its Blackstone (BX) stake by 6.2% in Q1 2026, buying an estimated $1.3M and bringing the position to 170,012 shares worth $19.5M. The position accounts for 1.18% of the portfolio, ranked #11.

North Star Investment Management first reported a position in BX in Q4 2013 and has held it in 49 quarters since. The position peaked at $28.4M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • North Star Investment Management held 170,012 shares of Blackstone worth $19.5M as of Q1 2026.
  • North Star Investment Management bought 9,973 Blackstone shares in Q1 2026, an estimated $1.3M.
  • Blackstone made up 1.18% of North Star Investment Management's portfolio in Q1 2026, its #11 holding.
  • North Star Investment Management first reported a position in Blackstone in Q4 2013 and has held it in 49 quarters since.
  • North Star Investment Management's Blackstone position peaked at $28.4M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.