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Orion Capital Management’s Blackstone BX Stock Holding History

Orion Capital 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 		$94.1K Hold
800
– – 0.03% 220
2026
Q1 		$92K Hold
800
– – 0.03% 207
2025
Q4 		$123K Hold
800
– – 0.04% 183
2025
Q3 		$137K Hold
800
– – 0.05% 170
2025
Q2 		$120K Buy
+800
New +$110K 0.05% 167

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

Orion Capital Management's BX Position: Q2 2026 in Review

Orion Capital Management held its Blackstone (BX) position steady in Q2 2026 at 800 shares worth $94.1K. The position accounts for 0.03% of the portfolio, ranked #220.

Orion Capital Management first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $137K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Orion Capital Management held 800 shares of Blackstone worth $94.1K as of Q2 2026.
  • Orion Capital Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.03% of Orion Capital Management's portfolio in Q2 2026, its #220 holding.
  • Orion Capital Management first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • Orion Capital Management's Blackstone position peaked at $137K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.