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Tandem Investment Advisors’s Blackstone BX Stock Holding History

Tandem Investment Advisors’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 		$403K Sell
3,422
-88
-3% -$10.6K 0.03% 56
2026
Q1 		$404K Sell
3,510
-35
-1% -$4.55K 0.02% 57
2025
Q4 		$546K Hold
3,545
– – 0.02% 50
2025
Q3 		$606K Sell
3,545
-647
-15% -$111K 0.02% 52
2025
Q2 		$627K Sell
4,192
-381
-8% -$52.4K 0.02% 50
2025
Q1 		$639K Buy
4,573
+53
+1% +$8.6K 0.02% 53
2024
Q4 		$779K Hold
4,520
– – 0.03% 48
2024
Q3 		$692K Buy
4,520
+500
+12% +$69.4K 0.03% 52
2024
Q2 		$498K Buy
4,020
+100
+3% +$12.3K 0.02% 54
2024
Q1 		$515K Sell
3,920
-115
-3% -$14.4K 0.02% 56
2023
Q4 		$528K Buy
4,035
+59
+1% +$6.38K 0.02% 59
2023
Q3 		$426K Buy
+3,976
New +$414K 0.02% 63

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

Tandem Investment Advisors's BX Position: Q2 2026 in Review

Tandem Investment Advisors reduced its Blackstone (BX) stake by 2.5% in Q2 2026, selling an estimated $10.6K and leaving 3,422 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #56.

Tandem Investment Advisors first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $779K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Tandem Investment Advisors held 3,422 shares of Blackstone worth $403K as of Q2 2026.
  • Tandem Investment Advisors sold 88 Blackstone shares in Q2 2026, an estimated $10.6K.
  • Blackstone made up 0.03% of Tandem Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Tandem Investment Advisors first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
  • Tandem Investment Advisors's Blackstone position peaked at $779K in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.