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Plato Investment Management’s Blackstone BX Stock Holding History

Plato Investment 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 		$1.38M Sell
11,761
-769
-6% -$92.4K 0.08% 224
2026
Q1 		$1.44M Hold
12,530
– – 0.1% 213
2025
Q4 		$1.94M Hold
12,530
– – 0.13% 174
2025
Q3 		$2.12M Buy
12,530
+5,877
+88% +$1.01M 0.14% 152
2025
Q2 		$992K Buy
6,653
+6
+0.1% +$824 0.07% 257
2025
Q1 		$939K Buy
6,647
+5,888
+776% +$956K 0.08% 254
2024
Q4 		$131K Hold
759
– – 0.01% 443
2024
Q3 		$116K Buy
759
+438
+136% +$60.8K 0.01% 418
2024
Q2 		$39.7K Buy
321
+30
+10% +$3.69K ﹤0.01% 408
2024
Q1 		$38.2K Sell
291
-7
-2% -$874 ﹤0.01% 389
2023
Q4 		$39K Buy
+298
New +$32.2K 0.05% 256

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 $3.38T AUM 44.17% 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

Plato Investment Management's BX Position: Q2 2026 in Review

Plato Investment Management reduced its Blackstone (BX) stake by 6.1% in Q2 2026, selling an estimated $92.4K and leaving 11,761 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #224.

Plato Investment Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.12M in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Plato Investment Management held 11,761 shares of Blackstone worth $1.38M as of Q2 2026.
  • Plato Investment Management sold 769 Blackstone shares in Q2 2026, an estimated $92.4K.
  • Blackstone made up 0.08% of Plato Investment Management's portfolio in Q2 2026, its #224 holding.
  • Plato Investment Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Blackstone position peaked at $2.12M in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.