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Swan Capital’s Blackstone BX Stock Holding History

Swan Capital’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 		$8.54K Sell
73
-89
-55% -$10.7K ﹤0.01% 215
2026
Q1 		$18.7K Buy
162
+90
+125% +$11.7K 0.01% 134
2025
Q4 		$11.1K Hold
72
– – ﹤0.01% 163
2025
Q3 		$12.3K Buy
72
+28
+64% +$4.8K 0.01% 148
2025
Q2 		$6.54K Hold
44
– – ﹤0.01% 201
2025
Q1 		$6.12K Hold
44
– – ﹤0.01% 175
2024
Q4 		$7.54K Hold
44
– – ﹤0.01% 151
2024
Q3 		$6.7K Hold
44
– – ﹤0.01% 158
2024
Q2 		$5.42K Buy
+44
New +$5.41K ﹤0.01% 161

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

Swan Capital's BX Position: Q2 2026 in Review

Swan Capital reduced its Blackstone (BX) stake by 55% in Q2 2026, selling an estimated $10.7K and leaving 73 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Swan Capital first reported a position in BX in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.7K in Q1 2026. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Swan Capital held 73 shares of Blackstone worth $8.54K as of Q2 2026.
  • Swan Capital sold 89 Blackstone shares in Q2 2026, an estimated $10.7K.
  • Blackstone made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #215 holding.
  • Swan Capital first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Blackstone position peaked at $18.7K in Q1 2026.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.