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Synergy Investment Management’s Blackstone BX Stock Holding History

Synergy 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 		$27.4K Buy
227
+42
+23% +$5.05K 0.01% 474
2026
Q1 		$21.3K Buy
+185
New +$24.1K 0.01% 398

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 $3.38T AUM 44.17% 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

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

Synergy Investment Management increased its Blackstone (BX) stake by 23% in Q2 2026, buying an estimated $5.05K and bringing the position to 227 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #474.

Synergy Investment Management first reported a position in BX in Q1 2026 and has held it in 2 quarters since. 2,166 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Synergy Investment Management held 227 shares of Blackstone worth $27.4K as of Q2 2026.
  • Synergy Investment Management bought 42 Blackstone shares in Q2 2026, an estimated $5.05K.
  • Blackstone made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #474 holding.
  • Synergy Investment Management first reported a position in Blackstone in Q1 2026 and has held it in 2 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.