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SurgoCap Partners’s Blackstone BX Stock Holding History

SurgoCap Partners’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
Q1 		– Sell
-2,074,093
Closed -$320M – 18
2025
Q4 		$320M Buy
2,074,093
+491,278
+31% +$74.7M 8.85% 6
2025
Q3 		$270M Sell
1,582,815
-150,500
-9% -$25.8M 7.52% 6
2025
Q2 		$259M Buy
1,733,315
+380,075
+28% +$52.2M 9.79% 3
2025
Q1 		$189M Buy
1,353,240
+391,412
+41% +$63.5M 9.35% 5
2024
Q4 		$166M Buy
961,828
+161,284
+20% +$28.1M 8.55% 5
2024
Q3 		$123M Sell
800,544
-232,116
-22% -$32.2M 6.12% 10
2024
Q2 		$128M Hold
1,032,660
– – 7.48% 4
2024
Q1 		$136M Buy
1,032,660
+105,064
+11% +$13.1M 7.28% 7
2023
Q4 		$121M Buy
+927,596
New +$100M 8.48% 4

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

SurgoCap Partners's BX Position: Q1 2026 in Review

SurgoCap Partners sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,074,093 shares — an estimated $320M sold.

SurgoCap Partners first reported a position in BX in Q4 2023 and held it in 9 quarters. The position peaked at $320M in Q4 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • SurgoCap Partners reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • SurgoCap Partners sold 2,074,093 Blackstone shares in Q1 2026, an estimated $320M.
  • SurgoCap Partners first reported a position in Blackstone in Q4 2023 and held it in 9 quarters.
  • SurgoCap Partners's Blackstone position peaked at $320M in Q4 2025.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on SurgoCap Partners's 13F filing for Q1 2026, filed 15 May 2026.