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Stratos Investment Management’s Blackstone BX Stock Holding History

Stratos Investment 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 		$384K Sell
3,260
-92
-3% -$11.1K 0.01% 290
2026
Q1 		$386K Buy
3,352
+296
+10% +$38.5K 0.02% 279
2025
Q4 		$471K Sell
3,056
-423
-12% -$64.3K 0.02% 244
2025
Q3 		$594K Sell
3,479
-486
-12% -$83.3K 0.02% 226
2025
Q2 		$593K Buy
3,965
+153
+4% +$21K 0.03% 232
2025
Q1 		$533K Sell
3,812
-312
-8% -$50.6K 0.03% 203
2024
Q4 		$711K Sell
4,124
-234
-5% -$40.8K 0.04% 148
2024
Q3 		$667K Buy
4,358
+306
+8% +$42.5K 0.05% 136
2024
Q2 		$502K Buy
4,052
+150
+4% +$18.5K 0.04% 145
2024
Q1 		$513K Buy
3,902
+385
+11% +$48.1K 0.05% 134
2023
Q4 		$460K Hold
3,517
– – 0.05% 122
2023
Q3 		$377K Hold
3,517
– – 0.06% 124
2023
Q2 		$327K Sell
3,517
-240
-6% -$20.7K 0.05% 133
2023
Q1 		$330K Hold
3,757
– – 0.06% 132
2022
Q4 		$279K Hold
3,757
– – 0.05% 139
2022
Q3 		$314K Hold
3,757
– – 0.06% 126
2022
Q2 		$343K Hold
3,757
– – 0.06% 123
2022
Q1 		$477K Hold
3,757
– – 0.08% 119
2021
Q4 		$486K Sell
3,757
-477
-11% -$63.6K 0.08% 126
2021
Q3 		$493K Buy
+4,234
New +$491K 0.09% 143

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

Stratos Investment Management's BX Position: Q2 2026 in Review

Stratos Investment Management reduced its Blackstone (BX) stake by 2.7% in Q2 2026, selling an estimated $11.1K and leaving 3,260 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #290.

Stratos Investment Management first reported a position in BX in Q3 2021 and has held it in 20 quarters since. The position peaked at $711K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Stratos Investment Management held 3,260 shares of Blackstone worth $384K as of Q2 2026.
  • Stratos Investment Management sold 92 Blackstone shares in Q2 2026, an estimated $11.1K.
  • Blackstone made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #290 holding.
  • Stratos Investment Management first reported a position in Blackstone in Q3 2021 and has held it in 20 quarters since.
  • Stratos Investment Management's Blackstone position peaked at $711K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.