TD Capital Management’s Blackstone BX Stock Holding History

TD Capital 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	$5.33K	Hold	45	–	–	﹤0.01%	521
2026 Q1	$5.16K	Buy	45 +24	+114%	+$3.12K	﹤0.01%	554
2025 Q4	$3.18K	Buy	21 +1	+5%	+$152	﹤0.01%	561
2025 Q3	$3.49K	Hold	20	–	–	﹤0.01%	525
2025 Q2	$3.04K	Hold	20	–	–	﹤0.01%	538
2025 Q1	$2.82K	Hold	20	–	–	﹤0.01%	436
2024 Q4	$3.45K	Buy	+20	New	+$3.48K	﹤0.01%	390
2024 Q3	–	Hold	0	–	–	–	452
2024 Q2	–	Sell	-213	Closed	-$26.2K	–	431
2024 Q1	$28K	Hold	213	–	–	﹤0.01%	220
2023 Q4	$27.9K	Hold	213	–	–	﹤0.01%	224
2023 Q3	$22.9K	Hold	213	–	–	﹤0.01%	228
2023 Q2	$19.8K	Buy	213 +2	+0.9%	+$173	﹤0.01%	241
2023 Q1	$18.6K	Buy	211 +2	+1%	+$177	﹤0.01%	237
2022 Q4	$15.5K	Buy	209 +2	+1%	+$173	﹤0.01%	225
2022 Q3	$17K	Buy	+207	New	+$20K	﹤0.01%	213
2022 Q1	–	Sell	-200	Closed	-$26K	–	130
2021 Q4	$26K	Buy	+200	New	+$26.7K	﹤0.01%	202

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TD Capital Management's BX Position: Q2 2026 in Review

TD Capital Management held its Blackstone (BX) position steady in Q2 2026 at 45 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

TD Capital Management first reported a position in BX in Q4 2021 and has held it in 15 quarters since. The position peaked at $28K in Q1 2024. 2,159 funds tracked by Wall St. Rank hold BX as of Q2 2026.

TD Capital Management held 45 shares of Blackstone worth $5.33K as of Q2 2026.
TD Capital Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #521 holding.
TD Capital Management first reported a position in Blackstone in Q4 2021 and has held it in 15 quarters since.
TD Capital Management's Blackstone position peaked at $28K in Q1 2024.
2,159 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.