Osaic Holdings
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Osaic Holdings’s Blackstone BX Stock Holding History

Osaic Holdings’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 		$54.2M Buy
460,666
+43,532
+10% +$5.23M 0.06% 315
2026
Q1 		$48M Buy
417,134
+20,279
+5% +$2.64M 0.07% 290
2025
Q4 		$61.2M Sell
396,855
-53,328
-12% -$8.1M 0.09% 232
2025
Q3 		$77.3M Buy
450,183
+82,189
+22% +$14.1M 0.11% 182
2025
Q2 		$54.9M Buy
367,994
+8,494
+2% +$1.17M 0.1% 202
2025
Q1 		$50.3M Sell
359,500
-7,607
-2% -$1.23M 0.11% 178
2024
Q4 		$60.7M Buy
367,107
+5,444
+2% +$949K 0.14% 146
2024
Q3 		$55.4M Sell
361,663
-10,256
-3% -$1.42M 0.12% 159
2024
Q2 		$46.1M Sell
371,919
-75,947
-17% -$9.35M 0.11% 186
2024
Q1 		$58.8M Sell
447,866
-41,646
-9% -$5.2M 0.13% 150
2023
Q4 		$64.1M Sell
489,512
-148,553
-23% -$16.1M 0.11% 174
2023
Q3 		$68.4M Buy
638,065
+140,985
+28% +$14.7M 0.1% 185
2023
Q2 		$46.2M Sell
497,080
-15,313
-3% -$1.32M 0.08% 214
2023
Q1 		$44.9M Sell
512,393
-16,152
-3% -$1.43M 0.08% 221
2022
Q4 		$39.2M Sell
528,545
-24,256
-4% -$2.09M 0.08% 238
2022
Q3 		$46.3M Buy
552,801
+28,108
+5% +$2.72M 0.11% 183
2022
Q2 		$47.9M Buy
524,693
+11,620
+2% +$1.25M 0.11% 191
2022
Q1 		$62.4M Buy
513,073
+28,482
+6% +$3.47M 0.12% 163
2021
Q4 		$62.6M Buy
484,591
+27,149
+6% +$3.62M 0.12% 181
2021
Q3 		$53.2M Buy
457,442
+37,959
+9% +$4.4M 0.11% 186
2021
Q2 		$40.8M Sell
419,483
-15,076
-3% -$1.34M 0.09% 227
2021
Q1 		$32.4M Buy
434,559
+27,689
+7% +$1.91M 0.08% 244
2020
Q4 		$26.4M Sell
406,870
-24,338
-6% -$1.42M 0.07% 257
2020
Q3 		$22.6M Sell
431,208
-8,802
-2% -$471K 0.07% 264
2020
Q2 		$24.9M Sell
440,010
-189,116
-30% -$9.95M 0.08% 237
2020
Q1 		$28M Buy
+629,126
New +$34.8M 0.11% 177

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

Osaic Holdings's BX Position: Q2 2026 in Review

Osaic Holdings increased its Blackstone (BX) stake by 10% in Q2 2026, buying an estimated $5.23M and bringing the position to 460,666 shares worth $54.2M. The position accounts for 0.06% of the portfolio, ranked #315.

Osaic Holdings first reported a position in BX in Q1 2020 and has held it in 26 quarters since. The position peaked at $77.3M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Osaic Holdings held 460,666 shares of Blackstone worth $54.2M as of Q2 2026.
  • Osaic Holdings bought 43,532 Blackstone shares in Q2 2026, an estimated $5.23M.
  • Blackstone made up 0.06% of Osaic Holdings's portfolio in Q2 2026, its #315 holding.
  • Osaic Holdings first reported a position in Blackstone in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Blackstone position peaked at $77.3M in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.