Tortoise Investment Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-816
| Closed | -$139K | – | 403 |
|
|
2025
Q3 | $139K | Buy |
816
+8
| +1% | +$1.37K | 0.01% | 265 |
|
|
2025
Q2 | $121K | Buy |
808
+30
| +4% | +$4.12K | 0.01% | 269 |
|
|
2025
Q1 | $109K | Sell |
778
-30
| -4% | -$4.87K | 0.01% | 272 |
|
|
2024
Q4 | $139K | Hold |
808
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $124K | Sell |
808
-14
| -2% | -$1.94K | 0.01% | 284 |
|
|
2024
Q2 | $102K | Buy |
822
+398
| +94% | +$49K | 0.01% | 295 |
|
|
2024
Q1 | $55.7K | Sell |
424
-52
| -11% | -$6.49K | 0.01% | 369 |
|
|
2023
Q4 | $62.3K | Buy |
476
+52
| +12% | +$5.63K | 0.01% | 334 |
|
|
2023
Q3 | $45.4K | Hold |
424
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $39.4K | Hold |
424
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $37.2K | Hold |
424
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $31.5K | Hold |
424
| – | – | 0.01% | 385 |
|
|
2022
Q3 | $35K | Sell |
424
-31
| -7% | -$3K | 0.01% | 360 |
|
|
2022
Q2 | $42K | Buy |
455
+55
| +14% | +$5.94K | 0.01% | 325 |
|
|
2022
Q1 | $51K | Hold |
400
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $52K | Hold |
400
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $47K | Hold |
400
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $39K | Hold |
400
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $30K | Hold |
400
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $26K | Hold |
400
| – | – | 0.01% | 301 |
|
|
2020
Q3 | $21K | Hold |
400
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $23K | Hold |
400
| – | – | 0.01% | 283 |
|
|
2020
Q1 | $18K | Hold |
400
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $22K | Hold |
400
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $20K | Hold |
400
| – | – | 0.01% | 316 |
|
|
2019
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $12K | Hold |
400
| – | – | ﹤0.01% | 367 |
|
|
2018
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 357 |
|
|
2018
Q2 | $13K | Hold |
400
| – | – | ﹤0.01% | 380 |
|
|
2018
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 360 |
|
|
2017
Q4 | $13K | Sell |
400
-800
| -67% | -$26K | ﹤0.01% | 358 |
|
|
2017
Q3 | $40K | Hold |
1,200
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $40K | Hold |
1,200
| – | – | 0.01% | 241 |
|
|
2017
Q1 | $36K | Hold |
1,200
| – | – | 0.01% | 229 |
|
|
2016
Q4 | $32K | Hold |
1,200
| – | – | 0.01% | 230 |
|
|
2016
Q3 | $31K | Sell |
1,200
-600
| -33% | -$15.8K | 0.01% | 229 |
|
|
2016
Q2 | $44K | Sell |
1,800
-1,250
| -41% | -$33.2K | 0.02% | 208 |
|
|
2016
Q1 | $86K | Buy |
3,050
+50
| +2% | +$1.32K | 0.03% | 152 |
|
|
2015
Q4 | $88K | Sell |
3,000
-57
| -2% | -$1.82K | 0.03% | 162 |
|
|
2015
Q3 | $95K | Buy |
3,057
+408
| +15% | +$14.8K | 0.04% | 154 |
|
|
2015
Q2 | $106K | Buy |
+2,649
| New | +$109K | 0.04% | 151 |
|
Other funds holding BX
Tortoise Investment Management's BX Position: Q4 2025 in Review
Tortoise Investment Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 816 shares — an estimated $139K sold.
Tortoise Investment Management first reported a position in BX in Q2 2015 and held it in 42 quarters. The position peaked at $139K in Q3 2025. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.
- Tortoise Investment Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 816 Blackstone shares in Q4 2025, an estimated $139K.
- Tortoise Investment Management first reported a position in Blackstone in Q2 2015 and held it in 42 quarters.
- Tortoise Investment Management's Blackstone position peaked at $139K in Q3 2025.
- 2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.