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Oak Ridge Investments’s Blackstone BX Stock Holding History

Oak Ridge Investments’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 		– Sell
-1,744
Closed -$201K – 175
2026
Q1 		$201K Sell
1,744
-142
-8% -$18.5K 0.01% 180
2025
Q4 		$291K Sell
1,886
-345
-15% -$52.4K 0.02% 161
2025
Q3 		$381K Buy
2,231
+350
+19% +$60K 0.02% 159
2025
Q2 		$281K Hold
1,881
– – 0.02% 161
2025
Q1 		$263K Hold
1,881
– – 0.02% 157
2024
Q4 		$324K Hold
1,881
– – 0.03% 161
2024
Q3 		$288K Buy
1,881
+26
+1% +$3.61K 0.03% 145
2024
Q2 		$230K Buy
+1,855
New +$228K 0.02% 144
2024
Q1 		– Sell
-2,147
Closed -$281K – 145
2023
Q4 		$281K Buy
+2,147
New +$232K 0.03% 143
2023
Q2 		– Sell
-2,280
Closed -$200K – 150
2023
Q1 		$200K Buy
+2,280
New +$201K 0.03% 147
2022
Q4 		– Sell
-2,623
Closed -$220K – 151
2022
Q3 		$220K Buy
+2,623
New +$254K 0.03% 150
2022
Q2 		– Sell
-2,546
Closed -$323K – 154
2022
Q1 		$323K Sell
2,546
-5,313
-68% -$648K 0.04% 148
2021
Q4 		$1.02M Sell
7,859
-4,250
-35% -$567K 0.09% 134
2021
Q3 		$1.41M Hold
12,109
– – 0.12% 125
2021
Q2 		$1.18M Hold
12,109
– – 0.1% 132
2021
Q1 		$902K Hold
12,109
– – 0.08% 140
2020
Q4 		$785K Sell
12,109
-790
-6% -$46K 0.07% 156
2020
Q3 		$673K Sell
12,899
-95
-0.7% -$5.08K 0.05% 156
2020
Q2 		$736K Sell
12,994
-2,391
-16% -$126K 0.06% 148
2020
Q1 		$701K Sell
15,385
-1,349
-8% -$74.6K 0.07% 137
2019
Q4 		$936K Sell
16,734
-2,127
-11% -$110K 0.07% 135
2019
Q3 		$921K Hold
18,861
– – 0.07% 136
2019
Q2 		$838K Buy
18,861
+3,300
+21% +$132K 0.06% 139
2019
Q1 		$544K Hold
15,561
– – 0.03% 161
2018
Q4 		$464K Hold
15,561
– – 0.03% 158
2018
Q3 		$593K Buy
15,561
+1,094
+8% +$39.5K 0.03% 150
2018
Q2 		$465K Buy
14,467
+773
+6% +$24.6K 0.03% 151
2018
Q1 		$438K Sell
13,694
-124
-0.9% -$4.23K 0.02% 153
2017
Q4 		$442K Hold
13,818
– – 0.02% 158
2017
Q3 		$461K Buy
13,818
+7,497
+119% +$247K 0.02% 151
2017
Q2 		$211K Buy
+6,321
New +$198K 0.01% 149

Other funds holding BX

Mirae Asset Global Investments
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)
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

Oak Ridge Investments's BX Position: Q2 2026 in Review

Oak Ridge Investments sold out of Blackstone (BX) in Q2 2026, closing a stake of 1,744 shares — an estimated $201K sold.

Oak Ridge Investments first reported a position in BX in Q2 2017 and held it in 31 quarters. The position peaked at $1.41M in Q3 2021. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Oak Ridge Investments reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 1,744 Blackstone shares in Q2 2026, an estimated $201K.
  • Oak Ridge Investments first reported a position in Blackstone in Q2 2017 and held it in 31 quarters.
  • Oak Ridge Investments's Blackstone position peaked at $1.41M in Q3 2021.
  • 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.