Trust Asset Management’s Blackstone BX Stock Holding History

Trust 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	$976K	Buy	8,297 +273	+3%	+$32.8K	0.06%	91
2026 Q1	$923K	Hold	8,024	–	–	0.07%	95
2025 Q4	$1.24M	Sell	8,024 -292	-4%	-$44.4K	0.08%	79
2025 Q3	$1.42M	Hold	8,316	–	–	0.1%	74
2025 Q2	$1.24M	Hold	8,316	–	–	0.09%	79
2025 Q1	$1.16M	Buy	8,316 +11	+0.1%	+$1.78K	0.1%	77
2024 Q4	$1.43M	Hold	8,305	–	–	0.11%	65
2024 Q3	$1.27M	Hold	8,305	–	–	0.1%	74
2024 Q2	$1.03M	Hold	8,305	–	–	0.09%	83
2024 Q1	$1.09M	Hold	8,305	–	–	0.1%	82
2023 Q4	$1.09M	Buy	+8,305	New	+$899K	0.11%	75

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

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

Trust Asset Management increased its Blackstone (BX) stake by 3.4% in Q2 2026, buying an estimated $32.8K and bringing the position to 8,297 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #91.

Trust Asset Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Trust Asset Management held 8,297 shares of Blackstone worth $976K as of Q2 2026.
Trust Asset Management bought 273 Blackstone shares in Q2 2026, an estimated $32.8K.
Blackstone made up 0.06% of Trust Asset Management's portfolio in Q2 2026, its #91 holding.
Trust Asset Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Trust Asset Management's Blackstone position peaked at $1.43M in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.