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Traphagen Investment Advisors’s Blackstone BX Stock Holding History

Traphagen 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 		– Sell
-1,994
Closed -$229K – 224
2026
Q1 		$229K Sell
1,994
-272
-12% -$35.4K 0.02% 182
2025
Q4 		$349K Buy
2,266
+14
+0.6% +$2.13K 0.03% 144
2025
Q3 		$385K Buy
2,252
+14
+0.6% +$2.4K 0.03% 135
2025
Q2 		$335K Buy
2,238
+13
+0.6% +$1.79K 0.03% 141
2025
Q1 		$311K Buy
2,225
+147
+7% +$23.9K 0.03% 137
2024
Q4 		$358K Buy
2,078
+5
+0.2% +$871 0.04% 127
2024
Q3 		$317K Buy
2,073
+45
+2% +$6.24K 0.03% 131
2024
Q2 		$251K Buy
2,028
+5
+0.2% +$615 0.03% 144
2024
Q1 		$266K Buy
2,023
+60
+3% +$7.49K 0.03% 148
2023
Q4 		$257K Buy
1,963
+22
+1% +$2.38K 0.03% 144
2023
Q3 		$208K Buy
+1,941
New +$202K 0.03% 148

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

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

Traphagen Investment Advisors sold out of Blackstone (BX) in Q2 2026, closing a stake of 1,994 shares — an estimated $229K sold.

Traphagen Investment Advisors first reported a position in BX in Q3 2023 and held it in 11 quarters. The position peaked at $385K in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Traphagen Investment Advisors reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Traphagen Investment Advisors sold 1,994 Blackstone shares in Q2 2026, an estimated $229K.
  • Traphagen Investment Advisors first reported a position in Blackstone in Q3 2023 and held it in 11 quarters.
  • Traphagen Investment Advisors's Blackstone position peaked at $385K in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.