Port Capital’s Blackstone BX Stock Holding History

Port Capital’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 Q1	$296K	Buy	2,576 +123	+5%	+$16K	0.01%	73
2025 Q4	$378K	Buy	2,453 +83	+4%	+$12.6K	0.02%	70
2025 Q3	$405K	Sell	2,370 -60	-2%	-$10.3K	0.02%	70
2025 Q2	$363K	Hold	2,430	–	–	0.02%	73
2025 Q1	$340K	Buy	2,430 +83	+4%	+$13.5K	0.02%	74
2024 Q4	$405K	Sell	2,347 -101	-4%	-$17.6K	0.02%	73
2024 Q3	$375K	Sell	2,448 -51	-2%	-$7.08K	0.02%	73
2024 Q2	$309K	Buy	2,499 +32	+1%	+$3.94K	0.02%	73
2024 Q1	$324K	Sell	2,467 -23	-0.9%	-$2.87K	0.02%	72
2023 Q4	$326K	Sell	2,490 -45	-2%	-$4.87K	0.02%	73
2023 Q3	$272K	Buy	+2,535	New	+$264K	0.02%	76
2022 Q2	–	Sell	-2,000	Closed	-$254K	–	72
2022 Q1	$254K	Hold	2,000	–	–	0.02%	66
2021 Q4	$259K	Hold	2,000	–	–	0.02%	73
2021 Q3	$233K	Buy	+2,000	New	+$232K	0.01%	75

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Port Capital's BX Position: Q1 2026 in Review

Port Capital increased its Blackstone (BX) stake by 5% in Q1 2026, buying an estimated $16K and bringing the position to 2,576 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #73.

Port Capital first reported a position in BX in Q3 2021 and has held it in 14 quarters since. The position peaked at $405K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Port Capital held 2,576 shares of Blackstone worth $296K as of Q1 2026.
Port Capital bought 123 Blackstone shares in Q1 2026, an estimated $16K.
Blackstone made up 0.01% of Port Capital's portfolio in Q1 2026, its #73 holding.
Port Capital first reported a position in Blackstone in Q3 2021 and has held it in 14 quarters since.
Port Capital's Blackstone position peaked at $405K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.