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SFE Investment Counsel’s Blackstone BX Stock Holding History

SFE 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 		$8.89M Buy
75,588
+8,888
+13% +$1.07M 1.2% 29
2026
Q1 		$7.67M Buy
66,700
+14,208
+27% +$1.85M 1.21% 30
2025
Q4 		$8.09M Buy
52,492
+8,932
+21% +$1.36M 1.24% 26
2025
Q3 		$7.44M Sell
43,560
-580
-1% -$99.4K 1.19% 30
2025
Q2 		$6.6M Buy
44,140
+4,678
+12% +$643K 1.16% 30
2025
Q1 		$5.52M Buy
39,462
+1,465
+4% +$238K 1.1% 33
2024
Q4 		$6.55M Sell
37,997
-3,410
-8% -$594K 1.39% 26
2024
Q3 		$6.34M Sell
41,407
-320
-0.8% -$44.4K 1.32% 25
2024
Q2 		$5.17M Buy
41,727
+60
+0.1% +$7.38K 1.15% 32
2024
Q1 		$5.47M Sell
41,667
-1,734
-4% -$217K 1.24% 30
2023
Q4 		$5.68M Sell
43,401
-2,483
-5% -$269K 1.48% 21
2023
Q3 		$4.92M Sell
45,884
-585
-1% -$60.9K 1.43% 24
2023
Q2 		$4.32M Buy
46,469
+805
+2% +$69.5K 1.22% 32
2023
Q1 		$3.87M Sell
45,664
-8,405
-16% -$742K 1.2% 33
2022
Q4 		$4.35M Buy
54,069
+5,561
+11% +$480K 1.35% 26
2022
Q3 		$4.06M Buy
48,508
+13,162
+37% +$1.27M 1.28% 28
2022
Q2 		$3.23M Buy
35,346
+10,720
+44% +$1.16M 0.96% 41
2022
Q1 		$3.13M Sell
24,626
-798
-3% -$97.3K 0.79% 48
2021
Q4 		$3.29M Sell
25,424
-5,469
-18% -$729K 0.85% 41
2021
Q3 		$3.59M Sell
30,893
-5,752
-16% -$667K 1.01% 37
2021
Q2 		$3.56M Sell
36,645
-4,250
-10% -$377K 0.98% 39
2021
Q1 		$3.05M Buy
40,895
+145
+0.4% +$10K 0.89% 45
2020
Q4 		$2.64M Buy
40,750
+520
+1% +$30.3K 0.84% 42
2020
Q3 		$2.1M Buy
40,230
+1,310
+3% +$70.1K 0.84% 41
2020
Q2 		$2.21M Buy
38,920
+1,130
+3% +$59.5K 0.98% 36
2020
Q1 		$1.72M Buy
37,790
+1,125
+3% +$62.2K 0.95% 39
2019
Q4 		$2.05M Buy
36,665
+15,105
+70% +$784K 0.84% 38
2019
Q3 		$1.05M Buy
+21,560
New +$1.05M 0.45% 65

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

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

SFE Investment Counsel increased its Blackstone (BX) stake by 13% in Q2 2026, buying an estimated $1.07M and bringing the position to 75,588 shares worth $8.89M. The position accounts for 1.2% of the portfolio, ranked #29.

SFE Investment Counsel first reported a position in BX in Q3 2019 and has held it in 28 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • SFE Investment Counsel held 75,588 shares of Blackstone worth $8.89M as of Q2 2026.
  • SFE Investment Counsel bought 8,888 Blackstone shares in Q2 2026, an estimated $1.07M.
  • Blackstone made up 1.2% of SFE Investment Counsel's portfolio in Q2 2026, its #29 holding.
  • SFE Investment Counsel first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.