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Simon Quick Advisors’s Blackstone BX Stock Holding History

Simon Quick 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 		– Sell
-2,336
Closed -$269K – 425
2026
Q1 		$269K Sell
2,336
-1,018
-30% -$132K 0.01% 320
2025
Q4 		$517K Buy
3,354
+728
+28% +$111K 0.02% 252
2025
Q3 		$449K Buy
2,626
+398
+18% +$68.2K 0.02% 281
2025
Q2 		$333K Sell
2,228
-4,814
-68% -$661K 0.02% 292
2025
Q1 		$984K Buy
7,042
+1,697
+32% +$275K 0.06% 173
2024
Q4 		$922K Buy
5,345
+349
+7% +$60.8K 0.06% 162
2024
Q3 		$765K Buy
4,996
+387
+8% +$53.7K 0.05% 187
2024
Q2 		$571K Buy
4,609
+253
+6% +$31.1K 0.04% 201
2024
Q1 		$572K Buy
4,356
+368
+9% +$46K 0.04% 185
2023
Q4 		$522K Buy
3,988
+34
+0.9% +$3.68K 0.05% 171
2023
Q3 		$424K Buy
+3,954
New +$412K 0.04% 185
2022
Q2 		– Sell
-1,515
Closed -$192K – 205
2022
Q1 		$192K Sell
1,515
-135
-8% -$16.5K 0.05% 108
2021
Q4 		$213K Buy
1,650
+1,500
+1,000% +$200K 0.06% 110
2021
Q3 		$17K Hold
150
– – ﹤0.01% 322
2021
Q2 		$14K Hold
150
– – ﹤0.01% 358
2021
Q1 		$11K Hold
150
– – ﹤0.01% 380
2020
Q4 		$10K Buy
+150
New +$8.73K ﹤0.01% 371
2019
Q2 		– Sell
-500
Closed -$17K – 485
2019
Q1 		$17K Sell
500
-3,722
-88% -$124K 0.01% 316
2018
Q4 		$126K Buy
+4,222
New +$140K 0.05% 97
2017
Q4 		– Sell
-61,299
Closed -$2.05M – 459
2017
Q3 		$2.05M Buy
61,299
+60,299
+6,030% +$1.98M 0.74% 24
2017
Q2 		$33K Buy
1,000
+782
+359% +$24.5K 0.02% 148
2017
Q1 		$6K Hold
218
– – ﹤0.01% 278
2016
Q4 		$6K Buy
+218
New +$5.66K ﹤0.01% 209

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

Simon Quick Advisors's BX Position: Q2 2026 in Review

Simon Quick Advisors sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,336 shares — an estimated $269K sold.

Simon Quick Advisors first reported a position in BX in Q4 2016 and held it in 23 quarters. The position peaked at $2.05M in Q3 2017. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Simon Quick Advisors reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 2,336 Blackstone shares in Q2 2026, an estimated $269K.
  • Simon Quick Advisors first reported a position in Blackstone in Q4 2016 and held it in 23 quarters.
  • Simon Quick Advisors's Blackstone position peaked at $2.05M in Q3 2017.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.