V-Square Quantitative Management’s Blackstone BX Stock Holding History

V-Square Quantitative 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 Q3	$401K	Buy	3,575 +638	+22%	+$83.5K	0.04%	396
2026 Q2	$346K	Buy	2,937 +350	+14%	+$42.1K	0.03%	420
2026 Q1	$297K	Buy	2,587 +593	+30%	+$77.2K	0.03%	439
2025 Q4	$307K	Buy	+1,994	New	+$303K	0.03%	426
2025 Q3	–	Sell	-1,981	Closed	-$296K	–	213
2025 Q2	$296K	Buy	1,981 +199	+11%	+$27.3K	0.04%	412
2025 Q1	$249K	Buy	1,782 +569	+47%	+$92.4K	0.04%	443
2024 Q4	$209K	Sell	1,213 -269	-18%	-$46.9K	0.03%	493
2024 Q3	$227K	Sell	1,482 -182	-11%	-$25.2K	0.03%	496
2024 Q2	$206K	Sell	1,664 -66	-4%	-$8.12K	0.03%	488
2024 Q1	$227K	Hold	1,730	–	–	0.03%	450
2023 Q4	$226K	Hold	1,730	–	–	0.04%	391
2023 Q3	$185K	Buy	+1,730	New	+$180K	0.08%	401

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

V-Square Quantitative Management's BX Position: Q3 2026 in Review

V-Square Quantitative Management increased its Blackstone (BX) stake by 22% in Q3 2026, buying an estimated $83.5K and bringing the position to 3,575 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #396.

V-Square Quantitative Management first reported a position in BX in Q3 2023 and has held it in 12 quarters since. 472 funds tracked by Wall St. Rank hold BX as of Q3 2026.

V-Square Quantitative Management held 3,575 shares of Blackstone worth $401K as of Q3 2026.
V-Square Quantitative Management bought 638 Blackstone shares in Q3 2026, an estimated $83.5K.
Blackstone made up 0.04% of V-Square Quantitative Management's portfolio in Q3 2026, its #396 holding.
V-Square Quantitative Management first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
472 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.