Pettee Investors’s Blackstone BX Stock Holding History

Pettee Investors’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	$239K	Hold	2,034	–	–	0.12%	107
2026 Q1	$255K	Hold	2,034	–	–	0.13%	103
2025 Q4	$314K	Hold	2,034	–	–	0.18%	95
2025 Q3	$348K	Hold	2,034	–	–	0.19%	94
2025 Q2	$304K	Hold	2,034	–	–	0.18%	93
2025 Q1	$284K	Hold	2,034	–	–	0.17%	95
2024 Q4	$351K	Buy	2,034 +28	+1%	+$4.88K	0.18%	100
2024 Q3	$307K	Hold	2,006	–	–	0.15%	103
2024 Q2	$248K	Hold	2,006	–	–	0.12%	109
2024 Q1	$264K	Hold	2,006	–	–	0.11%	110
2023 Q4	$263K	Buy	2,006 +13	+0.7%	+$1.41K	0.12%	112
2023 Q3	$214K	Buy	+1,993	New	+$208K	0.1%	114
2022 Q2	–	Sell	-1,920	Closed	-$244K	–	117
2022 Q1	$244K	Hold	1,920	–	–	0.11%	116
2021 Q4	$248K	Buy	+1,920	New	+$256K	0.1%	120
2021 Q3	–	Sell	-2,265	Closed	-$220K	–	124
2021 Q2	$220K	Buy	+2,265	New	+$201K	0.1%	121

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

Pettee Investors's BX Position: Q2 2026 in Review

Pettee Investors held its Blackstone (BX) position steady in Q2 2026 at 2,034 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #107.

Pettee Investors first reported a position in BX in Q2 2021 and has held it in 15 quarters since. The position peaked at $351K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Pettee Investors held 2,034 shares of Blackstone worth $239K as of Q2 2026.
Pettee Investors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.12% of Pettee Investors's portfolio in Q2 2026, its #107 holding.
Pettee Investors first reported a position in Blackstone in Q2 2021 and has held it in 15 quarters since.
Pettee Investors's Blackstone position peaked at $351K in Q4 2024.
2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.