Van Hulzen Asset Management’s Blackstone BX Stock Holding History

Van Hulzen 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	$277K	Buy	+2,350	New	+$282K	0.02%	332
2026 Q1	–	Sell	-1,562	Closed	-$241K	–	363
2025 Q4	$241K	Buy	+1,562	New	+$237K	0.02%	294
2025 Q1	–	Sell	-704	Closed	-$121K	–	413
2024 Q4	$121K	Buy	+704	New	+$123K	0.01%	375
2017 Q1	–	Sell	-21,410	Closed	-$579K	–	127
2016 Q4	$579K	Sell	21,410 -81,790	-79%	-$2.12M	0.27%	78
2016 Q3	$2.63M	Buy	+103,200	New	+$2.72M	1.43%	25
2016 Q2	–	Sell	-4,000	Closed	-$112K	–	147
2016 Q1	$112K	Hold	4,000	–	–	0.06%	132
2015 Q4	$117K	Sell	4,000 -76	-2%	-$2.42K	0.07%	124
2015 Q3	$127K	Buy	+4,076	New	+$147K	0.08%	124
2014 Q1	–	Sell	-9,681	Closed	-$299K	–	92
2013 Q4	$299K	Buy	+9,681	New	+$264K	0.26%	78

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

Van Hulzen Asset Management's BX Position: Q2 2026 in Review

Van Hulzen Asset Management opened a new position in Blackstone (BX) in Q2 2026: 2,350 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in BX as recently as Q4 2025.

Van Hulzen Asset Management first reported a position in BX in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.63M in Q3 2016. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Van Hulzen Asset Management held 2,350 shares of Blackstone worth $277K as of Q2 2026.
Blackstone was a new Van Hulzen Asset Management position in Q2 2026.
Blackstone made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #332 holding.
Van Hulzen Asset Management first reported a position in Blackstone in Q4 2013 and has held it in 9 quarters since.
Van Hulzen Asset Management's Blackstone position peaked at $2.63M in Q3 2016.
2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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