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Summit Global Investments’s Blackstone BX Stock Holding History

Summit Global Investments’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
2025
Q2 		– Sell
-1,608
Closed -$225K – 469
2025
Q1 		$225K Sell
1,608
-88
-5% -$14.3K 0.02% 397
2024
Q4 		$292K Buy
1,696
+136
+9% +$23.7K 0.02% 453
2024
Q3 		$239K Sell
1,560
-220
-12% -$30.5K 0.02% 464
2024
Q2 		$220K Buy
1,780
+2
+0.1% +$246 0.01% 466
2024
Q1 		$234K Buy
1,778
+15
+0.9% +$1.87K 0.02% 461
2023
Q4 		$231K Buy
+1,763
New +$191K 0.02% 474
2022
Q2 		– Sell
-8,153
Closed -$1.03M – 470
2022
Q1 		$1.03M Buy
+8,153
New +$994K 0.08% 234

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Summit Global Investments's BX Position: Q2 2025 in Review

Summit Global Investments sold out of Blackstone (BX) in Q2 2025, closing a stake of 1,608 shares — an estimated $225K sold.

Summit Global Investments first reported a position in BX in Q1 2022 and held it in 7 quarters. The position peaked at $1.03M in Q1 2022. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Summit Global Investments reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 1,608 Blackstone shares in Q2 2025, an estimated $225K.
  • Summit Global Investments first reported a position in Blackstone in Q1 2022 and held it in 7 quarters.
  • Summit Global Investments's Blackstone position peaked at $1.03M in Q1 2022.
  • 2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.