Sigma Investment Counselors’s Blackstone BX Stock Holding History

Sigma Investment Counselors’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	$298K	Sell	2,530 -732	-22%	-$88K	0.01%	178
2026 Q1	$375K	Sell	3,262 -40	-1%	-$5.2K	0.02%	146
2025 Q4	$509K	Buy	3,302 +79	+2%	+$12K	0.03%	134
2025 Q3	$551K	Buy	3,223 +3	+0.1%	+$514	0.03%	128
2025 Q2	$482K	Sell	3,220 -208	-6%	-$28.6K	0.03%	128
2025 Q1	$479K	Hold	3,428	–	–	0.03%	123
2024 Q4	$591K	Hold	3,428	–	–	0.03%	124
2024 Q3	$525K	Hold	3,428	–	–	0.03%	124
2024 Q2	$424K	Hold	3,428	–	–	0.03%	128
2024 Q1	$450K	Hold	3,428	–	–	0.03%	134
2023 Q4	$449K	Hold	3,428	–	–	0.03%	129
2023 Q3	$367K	Buy	3,428 +218	+7%	+$22.7K	0.03%	141
2023 Q2	$298K	Sell	3,210 -871	-21%	-$75.2K	0.02%	159
2023 Q1	$358K	Buy	4,081 +871	+27%	+$76.9K	0.03%	146
2022 Q4	$238K	Hold	3,210	–	–	0.02%	167
2022 Q3	$269K	Sell	3,210 -14	-0.4%	-$1.36K	0.02%	152
2022 Q2	$294K	Buy	3,224 +14	+0.4%	+$1.51K	0.02%	152
2022 Q1	$407K	Hold	3,210	–	–	0.03%	138
2021 Q4	$415K	Hold	3,210	–	–	0.03%	138
2021 Q3	$373K	Hold	3,210	–	–	0.03%	138
2021 Q2	$312K	Buy	+3,210	New	+$285K	0.02%	151

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

Sigma Investment Counselors's BX Position: Q2 2026 in Review

Sigma Investment Counselors reduced its Blackstone (BX) stake by 22% in Q2 2026, selling an estimated $88K and leaving 2,530 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #178.

Sigma Investment Counselors first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $591K in Q4 2024. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Sigma Investment Counselors held 2,530 shares of Blackstone worth $298K as of Q2 2026.
Sigma Investment Counselors sold 732 Blackstone shares in Q2 2026, an estimated $88K.
Blackstone made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #178 holding.
Sigma Investment Counselors first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
Sigma Investment Counselors's Blackstone position peaked at $591K in Q4 2024.
2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.