Trillium Asset Management’s Blackstone BX Stock Holding History

Trillium Asset 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	$273K	Hold	2,316	–	–	0.01%	218
2026 Q1	$266K	Hold	2,316	–	–	0.01%	213
2025 Q4	$357K	Sell	2,316 -200	-8%	-$30.4K	0.01%	204
2025 Q3	$430K	Hold	2,516	–	–	0.01%	195
2025 Q2	$376K	Hold	2,516	–	–	0.01%	201
2025 Q1	$352K	Hold	2,516	–	–	0.01%	201
2024 Q4	$434K	Hold	2,516	–	–	0.01%	194
2024 Q3	$385K	Hold	2,516	–	–	0.01%	205
2024 Q2	$311K	Sell	2,516 -485	-16%	-$59.7K	0.01%	216
2024 Q1	$394K	Sell	3,001 -1,008	-25%	-$126K	0.01%	207
2023 Q4	$525K	Buy	4,009 +2,078	+108%	+$225K	0.01%	190
2023 Q3	$207K	Buy	+1,931	New	+$201K	0.01%	226

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

Trillium Asset Management's BX Position: Q2 2026 in Review

Trillium Asset Management held its Blackstone (BX) position steady in Q2 2026 at 2,316 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #218.

Trillium Asset Management first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $525K in Q4 2023. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Trillium Asset Management held 2,316 shares of Blackstone worth $273K as of Q2 2026.
Trillium Asset Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.01% of Trillium Asset Management's portfolio in Q2 2026, its #218 holding.
Trillium Asset Management first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
Trillium Asset Management's Blackstone position peaked at $525K in Q4 2023.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.