Tradewinds Capital Management’s Blackstone BX Stock Holding History

Tradewinds 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	$11.8K	Hold	100	–	–	﹤0.01%	385
2026 Q1	$11.5K	Hold	100	–	–	﹤0.01%	379
2025 Q4	$15.4K	Hold	100	–	–	﹤0.01%	337
2025 Q3	$17.1K	Buy	+100	New	+$17.1K	﹤0.01%	314
2025 Q2	–	Sell	-10	Closed	-$1.4K	–	649
2025 Q1	$1.4K	Buy	+10	New	+$1.62K	﹤0.01%	517
2022 Q2	–	Sell	-300	Closed	-$38K	–	484
2022 Q1	$38K	Hold	300	–	–	0.01%	283
2021 Q4	$39K	Hold	300	–	–	0.01%	284
2021 Q3	$35K	Hold	300	–	–	0.01%	290
2021 Q2	$29K	Hold	300	–	–	0.01%	324
2021 Q1	$22K	Hold	300	–	–	﹤0.01%	331
2020 Q4	$19K	Hold	300	–	–	﹤0.01%	332
2020 Q3	$16K	Hold	300	–	–	﹤0.01%	327
2020 Q2	$17K	Sell	300 -50	-14%	-$2.63K	﹤0.01%	312
2020 Q1	$16K	Buy	350 +25	+8%	+$1.38K	0.01%	288
2019 Q4	$18K	Buy	325 +100	+44%	+$5.19K	0.01%	311
2019 Q3	$11K	Buy	+225	New	+$11K	﹤0.01%	361
2019 Q2	–	Sell	-200	Closed	-$7K	–	607
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	419
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	445
2018 Q3	$8K	Sell	200 -300	-60%	-$10.8K	﹤0.01%	434
2018 Q2	$16K	Buy	+500	New	+$15.9K	0.01%	338
2018 Q1	–	Sell	-200	Closed	-$6.82K	–	450
2017 Q4	$6K	Buy	+200	New	+$6.51K	﹤0.01%	476

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

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

Tradewinds Capital Management held its Blackstone (BX) position steady in Q2 2026 at 100 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Tradewinds Capital Management first reported a position in BX in Q4 2017 and has held it in 21 quarters since. The position peaked at $39K in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Tradewinds Capital Management held 100 shares of Blackstone worth $11.8K as of Q2 2026.
Tradewinds Capital Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #385 holding.
Tradewinds Capital Management first reported a position in Blackstone in Q4 2017 and has held it in 21 quarters since.
Tradewinds Capital Management's Blackstone position peaked at $39K in Q4 2021.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.