True North Advisors’s Blackstone BX Stock Holding History

True North 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	$1.85M	Buy	+15,721	New	+$1.89M	0.18%	85
2025 Q2	–	Sell	-15,638	Closed	-$2.19M	–	232
2025 Q1	$2.19M	Buy	+15,638	New	+$2.54M	0.39%	62
2024 Q4	–	Sell	-17,055	Closed	-$2.61M	–	194
2024 Q3	$2.61M	Sell	17,055 -1,802	-10%	-$250K	0.68%	25
2024 Q2	$2.33M	Sell	18,857 -874	-4%	-$108K	0.62%	28
2024 Q1	$2.59M	Sell	19,731 -1,250	-6%	-$156K	0.72%	26
2023 Q4	$2.75M	Sell	20,981 -904	-4%	-$97.8K	0.71%	21
2023 Q3	$2.34M	Buy	21,885 +631	+3%	+$65.7K	0.72%	22
2023 Q2	$1.98M	Buy	21,254 +188	+0.9%	+$16.2K	0.56%	40
2023 Q1	$1.85M	Buy	21,066 +173	+0.8%	+$15.3K	0.54%	42
2022 Q4	$1.55M	Buy	+20,893	New	+$1.8M	0.53%	49

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 $3.38T AUM 44.17% 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

True North Advisors's BX Position: Q2 2026 in Review

True North Advisors opened a new position in Blackstone (BX) in Q2 2026: 15,721 shares worth $1.85M. The stake represents 0.18% of the portfolio and ranks #85 among its holdings. This is a return to the name: True North Advisors previously reported a position in BX as recently as Q1 2025.

True North Advisors first reported a position in BX in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.75M in Q4 2023. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

True North Advisors held 15,721 shares of Blackstone worth $1.85M as of Q2 2026.
Blackstone was a new True North Advisors position in Q2 2026.
Blackstone made up 0.18% of True North Advisors's portfolio in Q2 2026, its #85 holding.
True North Advisors first reported a position in Blackstone in Q4 2022 and has held it in 10 quarters since.
True North Advisors's Blackstone position peaked at $2.75M in Q4 2023.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.