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Perennial Investment Advisors’s Blackstone BX Stock Holding History

Perennial Investment Advisors’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 		$699K Buy
5,943
+652
+12% +$78.3K 0.05% 270
2026
Q1 		$608K Buy
5,291
+905
+21% +$118K 0.05% 263
2025
Q4 		$676K Buy
4,386
+74
+2% +$11.2K 0.05% 239
2025
Q3 		$737K Buy
4,312
+301
+8% +$51.6K 0.06% 222
2025
Q2 		$600K Buy
4,011
+192
+5% +$26.4K 0.06% 239
2025
Q1 		$534K Buy
3,819
+181
+5% +$29.4K 0.06% 237
2024
Q4 		$627K Buy
3,638
+155
+4% +$27K 0.07% 200
2024
Q3 		$533K Buy
3,483
+331
+11% +$45.9K 0.07% 202
2024
Q2 		$390K Buy
3,152
+14
+0.4% +$1.72K 0.06% 234
2024
Q1 		$412K Sell
3,138
-700
-18% -$87.4K 0.06% 207
2023
Q4 		$503K Buy
3,838
+632
+20% +$68.4K 0.08% 176
2023
Q3 		$344K Buy
3,206
+2
+0.1% +$208 0.06% 217
2023
Q2 		$298K Buy
3,204
+190
+6% +$16.4K 0.05% 247
2023
Q1 		$265K Buy
3,014
+66
+2% +$5.83K 0.05% 258
2022
Q4 		$219K Buy
2,948
+211
+8% +$18.2K 0.09% 191
2022
Q3 		$229K Buy
2,737
+410
+18% +$39.7K 0.1% 167
2022
Q2 		$211K Hold
2,327
– – 0.08% 175
2022
Q1 		$295K Hold
2,327
– – 0.09% 167
2021
Q4 		$302K Buy
2,327
+175
+8% +$23.3K 0.09% 171
2021
Q3 		$252K Hold
2,152
– – 0.09% 178
2021
Q2 		$209K Buy
+2,152
New +$191K 0.08% 201

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

Perennial Investment Advisors's BX Position: Q2 2026 in Review

Perennial Investment Advisors increased its Blackstone (BX) stake by 12% in Q2 2026, buying an estimated $78.3K and bringing the position to 5,943 shares worth $699K. The position accounts for 0.05% of the portfolio, ranked #270.

Perennial Investment Advisors first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $737K in Q3 2025. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Perennial Investment Advisors held 5,943 shares of Blackstone worth $699K as of Q2 2026.
  • Perennial Investment Advisors bought 652 Blackstone shares in Q2 2026, an estimated $78.3K.
  • Blackstone made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • Perennial Investment Advisors first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Perennial Investment Advisors's Blackstone position peaked at $737K in Q3 2025.
  • 2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.