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Spinnaker Investment Group’s Blackstone BX Stock Holding History

Spinnaker Investment Group’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 		$359K Sell
3,048
-39
-1% -$4.69K 0.06% 120
2026
Q1 		$355K Buy
3,087
+132
+4% +$17.2K 0.07% 99
2025
Q4 		$456K Buy
2,955
+693
+31% +$105K 0.08% 96
2025
Q3 		$386K Buy
2,262
+721
+47% +$124K 0.07% 104
2025
Q2 		$231K Sell
1,541
-216
-12% -$29.7K 0.05% 91
2025
Q1 		$246K Buy
1,757
+194
+12% +$31.5K 0.06% 96
2024
Q4 		$269K Sell
1,563
-242
-13% -$42.2K 0.07% 82
2024
Q3 		$276K Sell
1,805
-2,242
-55% -$311K 0.07% 76
2024
Q2 		$501K Sell
4,047
-124
-3% -$15.3K 0.14% 52
2024
Q1 		$548K Buy
4,171
+37
+0.9% +$4.62K 0.15% 51
2023
Q4 		$541K Sell
4,134
-1,504
-27% -$163K 0.16% 49
2023
Q3 		$604K Buy
5,638
+230
+4% +$23.9K 0.2% 42
2023
Q2 		$503K Buy
5,408
+350
+7% +$30.2K 0.17% 49
2023
Q1 		$444K Buy
5,058
+19
+0.4% +$1.68K 0.16% 53
2022
Q4 		$374K Sell
5,039
-387
-7% -$33.4K 0.13% 61
2022
Q3 		$455K Buy
5,426
+262
+5% +$25.4K 0.18% 47
2022
Q2 		$471K Buy
5,164
+21
+0.4% +$2.27K 0.19% 44
2022
Q1 		$678K Buy
5,143
+22
+0.4% +$2.68K 0.22% 36
2021
Q4 		$575K Buy
+5,121
New +$683K 0.2% 45

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

Spinnaker Investment Group's BX Position: Q2 2026 in Review

Spinnaker Investment Group reduced its Blackstone (BX) stake by 1.3% in Q2 2026, selling an estimated $4.69K and leaving 3,048 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #120.

Spinnaker Investment Group first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $678K in Q1 2022. 2,160 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Spinnaker Investment Group held 3,048 shares of Blackstone worth $359K as of Q2 2026.
  • Spinnaker Investment Group sold 39 Blackstone shares in Q2 2026, an estimated $4.69K.
  • Blackstone made up 0.06% of Spinnaker Investment Group's portfolio in Q2 2026, its #120 holding.
  • Spinnaker Investment Group first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Blackstone position peaked at $678K in Q1 2022.
  • 2,160 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.