Vaughan David Investments’s Blackstone BX Stock Holding History

Vaughan David Investments’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	$977K	Sell	8,305 -68	-0.8%	-$8.17K	0.02%	156
2026 Q1	$963K	Sell	8,373 -575	-6%	-$74.8K	0.02%	149
2025 Q4	$1.38M	Hold	8,948	–	–	0.03%	137
2025 Q3	$1.53M	Buy	8,948 +1,204	+16%	+$206K	0.03%	129
2025 Q2	$1.16M	Buy	7,744 +5,615	+264%	+$772K	0.03%	134
2025 Q1	$298K	Hold	2,129	–	–	0.01%	183
2024 Q4	$367K	Sell	2,129 -25	-1%	-$4.36K	0.01%	173
2024 Q3	$330K	Hold	2,154	–	–	0.01%	178
2024 Q2	$267K	Sell	2,154 -1,573	-42%	-$194K	0.01%	185
2024 Q1	$490K	Buy	3,727 +1,473	+65%	+$184K	0.01%	162
2023 Q4	$295K	Sell	2,254 -871	-28%	-$94.2K	0.01%	175
2023 Q3	$335K	Sell	3,125 -200	-6%	-$20.8K	0.01%	165
2023 Q2	$309K	Hold	3,325	–	–	0.01%	172
2023 Q1	$292K	Hold	3,325	–	–	0.01%	173
2022 Q4	$247K	Sell	3,325 -592	-15%	-$51.1K	0.01%	185
2022 Q3	$328K	Buy	3,917 +17	+0.4%	+$1.65K	0.01%	158
2022 Q2	$356K	Hold	3,900	–	–	0.01%	156
2022 Q1	$495K	Hold	3,900	–	–	0.01%	148
2021 Q4	$505K	Buy	3,900 +1,700	+77%	+$227K	0.01%	149
2021 Q3	$256K	Hold	2,200	–	–	0.01%	176
2021 Q2	$214K	Buy	+2,200	New	+$195K	0.01%	193

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

Vaughan David Investments's BX Position: Q2 2026 in Review

Vaughan David Investments reduced its Blackstone (BX) stake by 0.81% in Q2 2026, selling an estimated $8.17K and leaving 8,305 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #156.

Vaughan David Investments first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.53M in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Vaughan David Investments held 8,305 shares of Blackstone worth $977K as of Q2 2026.
Vaughan David Investments sold 68 Blackstone shares in Q2 2026, an estimated $8.17K.
Blackstone made up 0.02% of Vaughan David Investments's portfolio in Q2 2026, its #156 holding.
Vaughan David Investments first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
Vaughan David Investments's Blackstone position peaked at $1.53M in Q3 2025.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.