Northeast Investment Management’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
$16.2M Sell
137,492
-38,512
-22% -$4.63M 0.6% 42
2026
Q1
$20.2M Sell
176,004
-31,509
-15% -$4.1M 0.84% 39
2025
Q4
$32M Buy
207,513
+42
+0% +$6.38K 1.25% 24
2025
Q3
$35.4M Sell
207,471
-10,843
-5% -$1.86M 1.43% 19
2025
Q2
$32.7M Sell
218,314
-1,750
-0.8% -$240K 1.4% 20
2025
Q1
$30.8M Sell
220,064
-93
-0% -$15.1K 1.43% 22
2024
Q4
$38M Sell
220,157
-4,246
-2% -$740K 1.68% 20
2024
Q3
$34.4M Buy
224,403
+2,286
+1% +$317K 1.54% 22
2024
Q2
$27.5M Buy
222,117
+1,378
+0.6% +$170K 1.29% 25
2024
Q1
$29M Buy
220,739
+2,123
+1% +$265K 1.43% 24
2023
Q4
$28.6M Sell
218,616
-3,763
-2% -$407K 1.53% 21
2023
Q3
$23.8M Buy
222,379
+1,596
+0.7% +$166K 1.4% 24
2023
Q2
$20.5M Buy
220,783
+3,317
+2% +$287K 1.16% 29
2023
Q1
$19.1M Buy
217,466
+26,012
+14% +$2.3M 1.16% 32
2022
Q4
$14.2M Sell
191,454
-49,699
-21% -$4.29M 0.9% 38
2022
Q3
$20.2M Buy
241,153
+24,319
+11% +$2.36M 1.37% 24
2022
Q2
$19.8M Buy
216,834
+31,251
+17% +$3.38M 1.26% 26
2022
Q1
$23.6M Buy
185,583
+6,779
+4% +$827K 1.24% 26
2021
Q4
$23.1M Buy
178,804
+5,135
+3% +$685K 1.13% 30
2021
Q3
$20.2M Buy
173,669
+19,019
+12% +$2.21M 1.08% 30
2021
Q2
$15M Buy
154,650
+25,869
+20% +$2.3M 0.81% 37
2021
Q1
$9.6M Buy
128,781
+5,248
+4% +$362K 0.57% 40
2020
Q4
$8.01M Buy
123,533
+6,237
+5% +$363K 0.49% 44
2020
Q3
$6.12M Buy
117,296
+2,047
+2% +$110K 0.41% 50
2020
Q2
$6.53M Buy
115,249
+30,401
+36% +$1.6M 0.49% 48
2020
Q1
$3.87M Buy
84,848
+2,019
+2% +$112K 0.36% 61
2019
Q4
$4.63M Buy
82,829
+3,878
+5% +$201K 0.34% 64
2019
Q3
$3.86M Buy
78,951
+4,857
+7% +$237K 0.31% 67
2019
Q2
$3.29M Buy
74,094
+2,659
+4% +$106K 0.26% 72
2019
Q1
$2.5M Sell
71,435
-933
-1% -$31.1K 0.21% 76
2018
Q4
$2.16M Buy
72,368
+8,139
+13% +$269K 0.21% 74
2018
Q3
$2.45M Sell
64,229
-479
-0.7% -$17.3K 0.2% 76
2018
Q2
$2.08M Sell
64,708
-5,835
-8% -$186K 0.18% 81
2018
Q1
$2.25M Sell
70,543
-4,029
-5% -$137K 0.2% 76
2017
Q4
$2.39M Sell
74,572
-6,329
-8% -$206K 0.2% 77
2017
Q3
$2.7M Sell
80,901
-11,353
-12% -$374K 0.24% 70
2017
Q2
$3.08M Sell
92,254
-1,424
-2% -$44.7K 0.28% 67
2017
Q1
$2.78M Sell
93,678
-325
-0.3% -$9.78K 0.26% 68
2016
Q4
$2.54M Sell
94,003
-1,251
-1% -$32.5K 0.24% 70
2016
Q3
$2.43M Sell
95,254
-15,444
-14% -$408K 0.24% 70
2016
Q2
$2.72M Sell
110,698
-785
-0.7% -$20.9K 0.27% 70
2016
Q1
$3.13M Buy
111,483
+39,408
+55% +$1.04M 0.32% 70
2015
Q4
$2.11M Sell
72,075
-116,240
-62% -$3.71M 0.22% 78
2015
Q3
$5.85M Buy
188,315
+53,295
+39% +$1.93M 0.63% 52
2015
Q2
$5.42M Buy
135,020
+53,786
+66% +$2.21M 0.55% 54
2015
Q1
$3.1M Buy
81,234
+12,792
+19% +$462K 0.3% 69
2014
Q4
$2.27M Buy
68,442
+1,643
+2% +$51.4K 0.22% 78
2014
Q3
$2.06M Buy
66,799
+4,584
+7% +$149K 0.21% 83
2014
Q2
$2.04M Buy
62,215
+1,577
+3% +$48.6K 0.21% 85
2014
Q1
$1.98M Buy
60,638
+6,690
+12% +$213K 0.21% 83
2013
Q4
$1.67M Sell
53,948
-25,252
-32% -$688K 0.19% 85
2013
Q3
$1.94M Buy
79,200
+53,997
+214% +$1.2M 0.23% 82
2013
Q2
$521K Buy
+25,203
New +$524K 0.07% 108

Other funds holding BX

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

Northeast Investment Management reduced its Blackstone (BX) stake by 22% in Q2 2026, selling an estimated $4.63M and leaving 137,492 shares worth $16.2M. The position accounts for 0.6% of the portfolio, ranked #42.

Northeast Investment Management first reported a position in BX in Q2 2013 and has held it in 53 quarters since. The position peaked at $38M in Q4 2024. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Northeast Investment Management held 137,492 shares of Blackstone worth $16.2M as of Q2 2026.
  • Northeast Investment Management sold 38,512 Blackstone shares in Q2 2026, an estimated $4.63M.
  • Blackstone made up 0.6% of Northeast Investment Management's portfolio in Q2 2026, its #42 holding.
  • Northeast Investment Management first reported a position in Blackstone in Q2 2013 and has held it in 53 quarters since.
  • Northeast Investment Management's Blackstone position peaked at $38M in Q4 2024.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.