Vontobel Holding
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Vontobel Holding’s Blackstone BX Stock Holding History

Vontobel Holding’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 		$1.45M Sell
12,282
-9,205
-43% -$1.11M ﹤0.01% 707
2026
Q1 		$2.47M Buy
21,487
+6,459
+43% +$840K 0.01% 492
2025
Q4 		$2.32M Sell
15,028
-13,045
-46% -$1.98M 0.01% 542
2025
Q3 		$4.8M Sell
28,073
-860
-3% -$147K 0.01% 391
2025
Q2 		$4.33M Sell
28,933
-4,351
-13% -$598K 0.01% 379
2025
Q1 		$4.65M Sell
33,284
-1,978
-6% -$321K 0.02% 329
2024
Q4 		$6.08M Buy
35,262
+7,574
+27% +$1.32M 0.02% 284
2024
Q3 		$4.24M Buy
27,688
+15,384
+125% +$2.13M 0.01% 342
2024
Q2 		$1.52M Sell
12,304
-533
-4% -$65.6K ﹤0.01% 486
2024
Q1 		$1.69M Buy
12,837
+270
+2% +$33.7K 0.01% 466
2023
Q4 		$1.65M Sell
12,567
-664
-5% -$71.8K 0.01% 471
2023
Q3 		$1.42M Sell
13,231
-601
-4% -$62.6K 0.01% 504
2023
Q2 		$1.29M Sell
13,832
-1,792
-11% -$155K 0.01% 531
2023
Q1 		$1.37M Sell
15,624
-37,766
-71% -$3.34M 0.01% 507
2022
Q4 		$3.85M Sell
53,390
-5,808
-10% -$502K 0.04% 319
2022
Q3 		$4.95M Buy
59,198
+30,004
+103% +$2.91M 0.06% 266
2022
Q2 		$2.66M Buy
29,194
+3,502
+14% +$378K 0.03% 353
2022
Q1 		$3.27M Sell
25,692
-22,097
-46% -$2.7M 0.03% 346
2021
Q4 		$6.18M Buy
47,789
+2,296
+5% +$306K 0.05% 245
2021
Q3 		$5.29M Buy
45,493
+28,248
+164% +$3.28M 0.05% 257
2021
Q2 		$1.71M Buy
17,245
+10,551
+158% +$937K 0.01% 477
2021
Q1 		$499K Buy
6,694
+1,246
+23% +$86K ﹤0.01% 677
2020
Q4 		$385K Buy
+5,448
New +$317K ﹤0.01% 731

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vontobel Holding's BX Position: Q2 2026 in Review

Vontobel Holding reduced its Blackstone (BX) stake by 43% in Q2 2026, selling an estimated $1.11M and leaving 12,282 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Vontobel Holding first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.18M in Q4 2021. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Vontobel Holding held 12,282 shares of Blackstone worth $1.45M as of Q2 2026.
  • Vontobel Holding sold 9,205 Blackstone shares in Q2 2026, an estimated $1.11M.
  • Blackstone made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #707 holding.
  • Vontobel Holding first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Blackstone position peaked at $6.18M in Q4 2021.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.