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Steph & Co’s Blackstone BX Stock Holding History

Steph & Co’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 		$25.5K Sell
217
-135
-38% -$16.2K 0.01% 216
2026
Q1 		$40.5K Buy
352
+28
+9% +$3.64K 0.01% 209
2025
Q4 		$49.9K Buy
324
+155
+92% +$23.6K 0.01% 192
2025
Q3 		$28.9K Buy
169
+5
+3% +$857 0.01% 227
2025
Q2 		$24.5K Sell
164
-7
-4% -$962 0.01% 225
2025
Q1 		$23.9K Buy
171
+70
+69% +$11.4K 0.01% 192
2024
Q4 		$17.4K Sell
101
-51
-34% -$8.89K 0.01% 213
2024
Q3 		$23.3K Hold
152
– – 0.01% 215
2024
Q2 		$18.8K Buy
152
+12
+9% +$1.48K 0.01% 210
2024
Q1 		$18.4K Buy
+140
New +$17.5K 0.01% 220

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

Steph & Co's BX Position: Q2 2026 in Review

Steph & Co reduced its Blackstone (BX) stake by 38% in Q2 2026, selling an estimated $16.2K and leaving 217 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #216.

Steph & Co first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $49.9K in Q4 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Steph & Co held 217 shares of Blackstone worth $25.5K as of Q2 2026.
  • Steph & Co sold 135 Blackstone shares in Q2 2026, an estimated $16.2K.
  • Blackstone made up 0.01% of Steph & Co's portfolio in Q2 2026, its #216 holding.
  • Steph & Co first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • Steph & Co's Blackstone position peaked at $49.9K in Q4 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.