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Rational Advisors’s Blackstone BX Stock Holding History

Rational 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 		$1.15M Buy
9,754
+45
+0.5% +$5.41K 0.11% 83
2026
Q1 		$1.12M Sell
9,709
-5,000
-34% -$651K 0.11% 83
2025
Q4 		$2.27M Sell
14,709
-3,945
-21% -$599K 0.23% 72
2025
Q3 		$3.19M Sell
18,654
-3,670
-16% -$629K 0.32% 60
2025
Q2 		$3.34M Buy
22,324
+3,824
+21% +$525K 0.33% 57
2025
Q1 		$2.59M Sell
18,500
-1,900
-9% -$308K 0.26% 58
2024
Q4 		$3.52M Sell
20,400
-1,600
-7% -$279K 0.34% 48
2024
Q3 		$3.37M Buy
22,000
+1,000
+5% +$139K 0.32% 45
2024
Q2 		$2.6M Sell
21,000
-4,600
-18% -$566K 0.25% 52
2024
Q1 		$3.36M Buy
25,600
+8,600
+51% +$1.07M 0.31% 44
2023
Q4 		$2.23M Sell
17,000
-1,000
-6% -$108K 0.23% 53
2023
Q3 		$1.93M Sell
18,000
-50,385
-74% -$5.25M 0.17% 63
2023
Q2 		$6.36M Buy
68,385
+785
+1% +$67.8K 0.53% 20
2023
Q1 		$5.94M Sell
67,600
-4,000
-6% -$353K 0.48% 22
2022
Q4 		$5.31M Sell
71,600
-9,000
-11% -$777K 0.44% 23
2022
Q3 		$6.75M Buy
80,600
+2,000
+3% +$194K 0.53% 22
2022
Q2 		$7.17M Buy
78,600
+26,100
+50% +$2.82M 0.52% 22
2022
Q1 		$6.66M Buy
52,500
+9,200
+21% +$1.12M 0.39% 22
2021
Q4 		$5.6M Buy
43,300
+19,800
+84% +$2.64M 0.34% 28
2021
Q3 		$2.73M Buy
23,500
+8,500
+57% +$986K 0.21% 38
2021
Q2 		$1.46M Buy
+15,000
New +$1.33M 0.17% 68
2020
Q4 		– Sell
-24,510
Closed -$1.28M – 262
2020
Q3 		$1.28M Buy
24,510
+8,371
+52% +$448K 0.55% 53
2020
Q2 		$914K Sell
16,139
-4,050
-20% -$213K 0.47% 72
2020
Q1 		$920K Buy
20,189
+8,000
+66% +$443K 0.67% 42
2019
Q4 		$682K Buy
+12,189
New +$632K 0.32% 90
2013
Q4 		$589K Sell
19,055
-105,385
-85% -$2.87M 0.05% 335
2013
Q3 		$3.04M Sell
124,440
-2,242
-2% -$49.9K 0.23% 134
2013
Q2 		$2.62M Buy
+126,682
New +$2.64M 0.22% 152

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Rational Advisors's BX Position: Q2 2026 in Review

Rational Advisors increased its Blackstone (BX) stake by 0.46% in Q2 2026, buying an estimated $5.41K and bringing the position to 9,754 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #83.

Rational Advisors first reported a position in BX in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.17M in Q2 2022. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Rational Advisors held 9,754 shares of Blackstone worth $1.15M as of Q2 2026.
  • Rational Advisors bought 45 Blackstone shares in Q2 2026, an estimated $5.41K.
  • Blackstone made up 0.11% of Rational Advisors's portfolio in Q2 2026, its #83 holding.
  • Rational Advisors first reported a position in Blackstone in Q2 2013 and has held it in 28 quarters since.
  • Rational Advisors's Blackstone position peaked at $7.17M in Q2 2022.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.