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Rothschild Investment LLC’s Blackstone BX Stock Holding History

Rothschild Investment LLC’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 		$28.3M Buy
240,474
+35,335
+17% +$4.25M 1.06% 12
2026
Q1 		$23.6M Buy
205,139
+9,192
+5% +$1.2M 1.23% 13
2025
Q4 		$30.2M Sell
195,947
-3,261
-2% -$496K 1.66% 7
2025
Q3 		$34M Buy
199,208
+511
+0.3% +$87.5K 1.92% 6
2025
Q2 		$29.7M Buy
198,697
+1,930
+1% +$265K 1.86% 7
2025
Q1 		$27.5M Buy
196,767
+289
+0.1% +$46.9K 1.84% 6
2024
Q4 		$33.9M Sell
196,478
-5,016
-2% -$874K 2.22% 5
2024
Q3 		$30.9M Sell
201,494
-3,033
-1% -$421K 2.02% 4
2024
Q2 		$25.3M Buy
204,527
+982
+0.5% +$121K 1.76% 7
2024
Q1 		$26.7M Sell
203,545
-1,512
-0.7% -$189K 1.93% 7
2023
Q4 		$26.8M Buy
205,057
+293
+0.1% +$31.7K 2.25% 3
2023
Q3 		$21.9M Buy
204,764
+1,243
+0.6% +$129K 1.85% 6
2023
Q2 		$18.9M Sell
203,521
-1,264
-0.6% -$109K 1.57% 9
2023
Q1 		$18M Buy
204,785
+6,096
+3% +$538K 1.57% 8
2022
Q4 		$14.7M Buy
198,689
+69,815
+54% +$6.03M 1.35% 11
2022
Q3 		$10.8M Buy
128,874
+5,812
+5% +$563K 1.07% 19
2022
Q2 		$11.2M Buy
123,062
+10,585
+9% +$1.14M 1.03% 20
2022
Q1 		$14.3M Buy
112,477
+3,399
+3% +$415K 1.12% 15
2021
Q4 		$14.1M Sell
109,078
-4,728
-4% -$630K 1.09% 17
2021
Q3 		$13.2M Sell
113,806
-3,371
-3% -$391K 1.11% 16
2021
Q2 		$11.4M Buy
117,177
+2,989
+3% +$265K 0.91% 24
2021
Q1 		$8.51M Buy
114,188
+22,840
+25% +$1.58M 0.73% 37
2020
Q4 		$5.92M Buy
91,348
+6,207
+7% +$361K 0.57% 51
2020
Q3 		$4.44M Buy
85,141
+11,735
+16% +$628K 0.48% 65
2020
Q2 		$4.16M Buy
73,406
+11,980
+20% +$631K 0.5% 60
2020
Q1 		$2.8M Buy
61,426
+7,022
+13% +$388K 0.37% 75
2019
Q4 		$3.04M Buy
54,404
+891
+2% +$46.2K 0.3% 90
2019
Q3 		$2.61M Buy
53,513
+3,836
+8% +$187K 0.3% 98
2019
Q2 		$2.21M Buy
49,677
+9,810
+25% +$391K 0.26% 108
2019
Q1 		$1.39M Buy
39,867
+13,753
+53% +$459K 0.16% 139
2018
Q4 		$778K Buy
26,114
+1,827
+8% +$60.4K 0.1% 177
2018
Q3 		$925K Sell
24,287
-109,360
-82% -$3.95M 0.11% 171
2018
Q2 		$4.3M Buy
133,647
+1,005
+0.8% +$32K 0.54% 52
2018
Q1 		$4.24M Buy
132,642
+2,178
+2% +$74.3K 0.54% 51
2017
Q4 		$4.18M Sell
130,464
-1,294
-1% -$42.1K 0.45% 57
2017
Q3 		$4.4M Sell
131,758
-89
-0.1% -$2.93K 0.5% 53
2017
Q2 		$4.4M Buy
131,847
+6,312
+5% +$198K 0.5% 51
2017
Q1 		$3.73M Sell
125,535
-2,193
-2% -$66K 0.43% 59
2016
Q4 		$3.45M Sell
127,728
-170
-0.1% -$4.41K 0.42% 62
2016
Q3 		$3.27M Buy
127,898
+4,200
+3% +$111K 0.4% 70
2016
Q2 		$3.04M Buy
123,698
+7,500
+6% +$199K 0.39% 72
2016
Q1 		$3.26M Buy
116,198
+14,090
+14% +$372K 0.42% 68
2015
Q4 		$2.99M Buy
102,108
+10,502
+11% +$335K 0.38% 69
2015
Q3 		$2.85M Buy
91,606
+12,521
+16% +$453K 0.38% 69
2015
Q2 		$3.17M Sell
79,085
-917
-1% -$37.7K 0.37% 69
2015
Q1 		$3.05M Buy
80,002
+8,866
+12% +$320K 0.36% 73
2014
Q4 		$2.36M Buy
+71,136
New +$2.23M 0.28% 89

Other funds holding BX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's BX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Blackstone (BX) stake by 17% in Q2 2026, buying an estimated $4.25M and bringing the position to 240,474 shares worth $28.3M. The position accounts for 1.06% of the portfolio, ranked #12.

Rothschild Investment LLC first reported a position in BX in Q4 2014 and has held it in 47 quarters since. The position peaked at $34M in Q3 2025. 1,190 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Rothschild Investment LLC held 240,474 shares of Blackstone worth $28.3M as of Q2 2026.
  • Rothschild Investment LLC bought 35,335 Blackstone shares in Q2 2026, an estimated $4.25M.
  • Blackstone made up 1.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #12 holding.
  • Rothschild Investment LLC first reported a position in Blackstone in Q4 2014 and has held it in 47 quarters since.
  • Rothschild Investment LLC's Blackstone position peaked at $34M in Q3 2025.
  • 1,190 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.