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Samalin Investment Counsel’s Blackstone BX Stock Holding History

Samalin Investment Counsel’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 		$650K Sell
5,521
-64
-1% -$7.69K 0.2% 127
2026
Q1 		$642K Buy
5,585
+12
+0.2% +$1.56K 0.23% 131
2025
Q4 		$859K Buy
5,573
+423
+8% +$64.3K 0.3% 90
2025
Q3 		$880K Buy
5,150
+46
+0.9% +$7.88K 0.3% 94
2025
Q2 		$764K Buy
5,104
+21
+0.4% +$2.88K 0.29% 96
2025
Q1 		$711K Sell
5,083
-170
-3% -$27.6K 0.29% 101
2024
Q4 		$906K Sell
5,253
-250
-5% -$43.6K 0.39% 69
2024
Q3 		$843K Sell
5,503
-221
-4% -$30.7K 0.37% 75
2024
Q2 		$709K Buy
5,724
+1
+0% +$123 0.33% 90
2024
Q1 		$752K Sell
5,723
-130
-2% -$16.2K 0.36% 77
2023
Q4 		$766K Sell
5,853
-60
-1% -$6.49K 0.39% 74
2023
Q3 		$634K Sell
5,913
-59
-1% -$6.14K 0.36% 83
2023
Q2 		$555K Buy
5,972
+264
+5% +$22.8K 0.3% 96
2023
Q1 		$501K Buy
5,708
+298
+6% +$26.3K 0.3% 99
2022
Q4 		$401K Sell
5,410
-452
-8% -$39K 0.25% 123
2022
Q3 		$491K Sell
5,862
-29
-0.5% -$2.81K 0.36% 84
2022
Q2 		$537K Sell
5,891
-25
-0.4% -$2.7K 0.38% 72
2022
Q1 		$751K Sell
5,916
-804
-12% -$98.1K 0.46% 60
2021
Q4 		$869K Sell
6,720
-955
-12% -$127K 0.52% 48
2021
Q3 		$893K Sell
7,675
-389
-5% -$45.1K 0.58% 41
2021
Q2 		$783K Sell
8,064
-588
-7% -$52.2K 0.51% 47
2021
Q1 		$644K Sell
8,652
-901
-9% -$62.2K 0.43% 71
2020
Q4 		$619K Buy
9,553
+83
+0.9% +$4.83K 0.46% 56
2020
Q3 		$494K Buy
9,470
+1,079
+13% +$57.7K 0.44% 68
2020
Q2 		$475K Sell
8,391
-48
-0.6% -$2.53K 0.5% 60
2020
Q1 		$384K Buy
8,439
+225
+3% +$12.4K 0.51% 62
2019
Q4 		$459K Buy
+8,214
New +$426K 0.39% 67

Other funds holding BX

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Samalin Investment Counsel's BX Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Blackstone (BX) stake by 1.1% in Q2 2026, selling an estimated $7.69K and leaving 5,521 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #127.

Samalin Investment Counsel first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $906K in Q4 2024. 850 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Samalin Investment Counsel held 5,521 shares of Blackstone worth $650K as of Q2 2026.
  • Samalin Investment Counsel sold 64 Blackstone shares in Q2 2026, an estimated $7.69K.
  • Blackstone made up 0.2% of Samalin Investment Counsel's portfolio in Q2 2026, its #127 holding.
  • Samalin Investment Counsel first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Blackstone position peaked at $906K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.