Shelton Capital Management’s Blackstone BX Stock Holding History

Shelton Capital Management’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	$466K	Buy	3,957 +5	+0.1%	+$601	0.01%	382
2026 Q1	$454K	Sell	3,952 -2,000	-34%	-$260K	0.01%	381
2025 Q4	$917K	Sell	5,952 -2	-0%	-$304	0.02%	273
2025 Q3	$1.02M	Sell	5,954 -1,705	-22%	-$292K	0.02%	266
2025 Q2	$1.15M	Sell	7,659 -48	-0.6%	-$6.59K	0.03%	264
2025 Q1	$1.08M	Hold	7,707	–	–	0.03%	265
2024 Q4	$1.33M	Buy	7,707 +1,863	+32%	+$325K	0.03%	254
2024 Q3	$895K	Hold	5,844	–	–	0.02%	286
2024 Q2	$723K	Hold	5,844	–	–	0.02%	295
2024 Q1	$768K	Hold	5,844	–	–	0.02%	294
2023 Q4	$765K	Buy	+5,844	New	+$632K	0.02%	286
2022 Q2	–	Sell	-1,700	Closed	-$216K	–	734
2022 Q1	$216K	Hold	1,700	–	–	0.01%	741
2021 Q4	$220K	Buy	+1,700	New	+$227K	0.01%	740
2020 Q3	–	Sell	-41,400	Closed	-$2.35M	–	766
2020 Q2	$2.35M	Buy	41,400 +500	+1%	+$26.3K	0.13%	158
2020 Q1	$1.86M	Sell	40,900 -9,100	-18%	-$503K	0.14%	139
2019 Q4	$2.8M	Hold	50,000	–	–	0.15%	127
2019 Q3	$2.44M	Hold	50,000	–	–	0.14%	133
2019 Q2	$2.22M	Buy	50,000 +48,251	+2,759%	+$1.92M	0.13%	157
2019 Q1	$50K	Sell	1,749 -48,251	-97%	-$1.61M	0.2%	108
2018 Q4	$1.49M	Hold	50,000	–	–	0.1%	174
2018 Q3	$1.9M	Hold	50,000	–	–	0.11%	161
2018 Q2	$1.61M	Buy	+50,000	New	+$1.59M	0.1%	183
2013 Q4	–	Sell	-13,655	Closed	-$334K	–	753
2013 Q3	$334K	Hold	13,655	–	–	0.06%	430
2013 Q2	$282K	Buy	+13,655	New	+$284K	0.05%	456

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

Shelton Capital Management's BX Position: Q2 2026 in Review

Shelton Capital Management increased its Blackstone (BX) stake by 0.13% in Q2 2026, buying an estimated $601 and bringing the position to 3,957 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #382.

Shelton Capital Management first reported a position in BX in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.8M in Q4 2019. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Shelton Capital Management held 3,957 shares of Blackstone worth $466K as of Q2 2026.
Shelton Capital Management bought 5 Blackstone shares in Q2 2026, an estimated $601.
Blackstone made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #382 holding.
Shelton Capital Management first reported a position in Blackstone in Q2 2013 and has held it in 24 quarters since.
Shelton Capital Management's Blackstone position peaked at $2.8M in Q4 2019.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.