Roundview Capital’s Blackstone BX Stock Holding History

Roundview 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 Q2	$494K	Sell	4,201 -260	-6%	-$31.2K	0.03%	268
2026 Q1	$513K	Buy	4,461 +1,562	+54%	+$203K	0.03%	263
2025 Q4	$447K	Sell	2,899 -931	-24%	-$141K	0.03%	262
2025 Q3	$654K	Buy	+3,830	New	+$656K	0.04%	243
2017 Q3	–	Sell	-25,550	Closed	-$852K	–	217
2017 Q2	$852K	Buy	25,550 +25	+0.1%	+$784	0.25%	111
2017 Q1	$758K	Buy	25,525 +13,525	+113%	+$407K	0.24%	120
2016 Q4	$324K	Sell	12,000 -50	-0.4%	-$1.3K	0.1%	171
2016 Q3	$308K	Buy	+12,050	New	+$318K	0.11%	162

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

Roundview Capital's BX Position: Q2 2026 in Review

Roundview Capital reduced its Blackstone (BX) stake by 5.8% in Q2 2026, selling an estimated $31.2K and leaving 4,201 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #268.

Roundview Capital first reported a position in BX in Q3 2016 and has held it in 8 quarters since. The position peaked at $852K in Q2 2017. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Roundview Capital held 4,201 shares of Blackstone worth $494K as of Q2 2026.
Roundview Capital sold 260 Blackstone shares in Q2 2026, an estimated $31.2K.
Blackstone made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #268 holding.
Roundview Capital first reported a position in Blackstone in Q3 2016 and has held it in 8 quarters since.
Roundview Capital's Blackstone position peaked at $852K in Q2 2017.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.