Pegasus Asset Management’s Blackstone BX Stock Holding History

Pegasus Asset 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	$215K	Sell	1,823 -82	-4%	-$9.85K	0.06%	72
2026 Q1	$219K	Sell	1,905 -9	-0.5%	-$1.17K	0.07%	64
2025 Q4	$295K	Sell	1,914 -11	-0.6%	-$1.67K	0.09%	62
2025 Q3	$329K	Hold	1,925	–	–	0.11%	60
2025 Q2	$288K	Buy	1,925 +300	+18%	+$41.2K	0.1%	64
2025 Q1	$227K	Hold	1,625	–	–	0.09%	62
2024 Q4	$280K	Hold	1,625	–	–	0.11%	58
2024 Q3	$249K	Hold	1,625	–	–	0.1%	67
2024 Q2	$201K	Buy	+1,625	New	+$200K	0.08%	70

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pegasus Asset Management's BX Position: Q2 2026 in Review

Pegasus Asset Management reduced its Blackstone (BX) stake by 4.3% in Q2 2026, selling an estimated $9.85K and leaving 1,823 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #72.

Pegasus Asset Management first reported a position in BX in Q2 2024 and has held it in 9 quarters since. The position peaked at $329K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Pegasus Asset Management held 1,823 shares of Blackstone worth $215K as of Q2 2026.
Pegasus Asset Management sold 82 Blackstone shares in Q2 2026, an estimated $9.85K.
Blackstone made up 0.06% of Pegasus Asset Management's portfolio in Q2 2026, its #72 holding.
Pegasus Asset Management first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
Pegasus Asset Management's Blackstone position peaked at $329K in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Pegasus Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.