Univest Financial’s Blackstone BX Stock Holding History

Univest Financial’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	$3.58M	Buy	30,399 +4,324	+17%	+$520K	0.18%	93
2026 Q1	$3M	Buy	26,075 +2,190	+9%	+$285K	0.17%	97
2025 Q4	$3.68M	Buy	23,885 +72	+0.3%	+$10.9K	0.2%	88
2025 Q3	$4.07M	Sell	23,813 -5,268	-18%	-$903K	0.23%	78
2025 Q2	$4.35M	Sell	29,081 -6,416	-18%	-$882K	0.26%	71
2025 Q1	$4.96M	Buy	35,497 +4,962	+16%	+$805K	0.32%	61
2024 Q4	$5.26M	Buy	30,535 +1,257	+4%	+$219K	0.33%	59
2024 Q3	$4.48M	Buy	29,278 +24,452	+507%	+$3.39M	0.3%	65
2024 Q2	$597K	Buy	4,826 +1,138	+31%	+$140K	0.17%	61
2024 Q1	$484K	Buy	3,688 +368	+11%	+$46K	0.14%	65
2023 Q4	$435K	Buy	3,320 +95	+3%	+$10.3K	0.13%	74
2023 Q3	$346K	Sell	3,225 -1,319	-29%	-$137K	0.12%	74
2023 Q2	$422K	Buy	4,544 +150	+3%	+$13K	0.13%	69
2023 Q1	$386K	Buy	+4,394	New	+$388K	0.12%	69

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

Univest Financial's BX Position: Q2 2026 in Review

Univest Financial increased its Blackstone (BX) stake by 17% in Q2 2026, buying an estimated $520K and bringing the position to 30,399 shares worth $3.58M. The position accounts for 0.18% of the portfolio, ranked #93.

Univest Financial first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.26M in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Univest Financial held 30,399 shares of Blackstone worth $3.58M as of Q2 2026.
Univest Financial bought 4,324 Blackstone shares in Q2 2026, an estimated $520K.
Blackstone made up 0.18% of Univest Financial's portfolio in Q2 2026, its #93 holding.
Univest Financial first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
Univest Financial's Blackstone position peaked at $5.26M in Q4 2024.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.