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Sandy Cove Advisors’s Blackstone BX Stock Holding History

Sandy Cove 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 		$1.52M Buy
12,956
+360
+3% +$43.3K 0.38% 38
2026
Q1 		$1.45M Buy
12,596
+360
+3% +$46.8K 0.43% 33
2025
Q4 		$1.89M Buy
12,236
+58
+0.5% +$8.81K 0.56% 29
2025
Q3 		$2.08M Buy
12,178
+136
+1% +$23.3K 0.67% 24
2025
Q2 		$1.8M Buy
12,042
+2,182
+22% +$300K 0.65% 23
2025
Q1 		$1.38M Sell
9,860
-6
-0.1% -$974 0.55% 28
2024
Q4 		$1.7M Buy
9,866
+77
+0.8% +$13.4K 0.67% 25
2024
Q3 		$1.5M Sell
9,789
-13
-0.1% -$1.8K 0.61% 28
2024
Q2 		$1.21M Buy
9,802
+63
+0.6% +$7.75K 0.54% 31
2024
Q1 		$1.28M Buy
9,739
+17
+0.2% +$2.12K 0.59% 27
2023
Q4 		$1.27M Buy
9,722
+5
+0.1% +$541 0.65% 28
2023
Q3 		$1.04M Sell
9,717
-105
-1% -$10.9K 0.6% 31
2023
Q2 		$913K Buy
9,822
+2
+0% +$173 0.52% 38
2023
Q1 		$863K Buy
9,820
+1
+0% +$88 0.62% 36
2022
Q4 		$728K Buy
9,819
+1
+0% +$86 0.59% 33
2022
Q3 		$822K Buy
9,818
+664
+7% +$64.3K 0.74% 26
2022
Q2 		$835K Buy
9,154
+1,999
+28% +$216K 0.76% 27
2022
Q1 		$908K Buy
7,155
+1
+0% +$122 0.75% 23
2021
Q4 		$926K Buy
+7,154
New +$954K 0.78% 24

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sandy Cove Advisors's BX Position: Q2 2026 in Review

Sandy Cove Advisors increased its Blackstone (BX) stake by 2.9% in Q2 2026, buying an estimated $43.3K and bringing the position to 12,956 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #38.

Sandy Cove Advisors first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.08M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sandy Cove Advisors held 12,956 shares of Blackstone worth $1.52M as of Q2 2026.
  • Sandy Cove Advisors bought 360 Blackstone shares in Q2 2026, an estimated $43.3K.
  • Blackstone made up 0.38% of Sandy Cove Advisors's portfolio in Q2 2026, its #38 holding.
  • Sandy Cove Advisors first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's Blackstone position peaked at $2.08M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.