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Westover Capital Advisors’s Blackstone BX Stock Holding History

Westover Capital Advisors’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
Q1 		$799K Sell
6,949
-47
-0.7% -$6.12K 0.15% 108
2025
Q4 		$1.08M Hold
6,996
– – 0.2% 94
2025
Q3 		$1.2M Hold
6,996
– – 0.22% 90
2025
Q2 		$1.05M Hold
6,996
– – 0.21% 94
2025
Q1 		$978K Buy
6,996
+120
+2% +$19.5K 0.22% 97
2024
Q4 		$1.19M Buy
6,876
+210
+3% +$36.6K 0.26% 86
2024
Q3 		$1.02M Buy
6,666
+2,275
+52% +$316K 0.2% 97
2024
Q2 		$544K Buy
+4,391
New +$540K 0.14% 122
2022
Q4 		– Sell
-31,845
Closed -$2.67M – 149
2022
Q3 		$2.67M Buy
31,845
+488
+2% +$47.3K 1.02% 31
2022
Q2 		$2.86M Buy
31,357
+2,843
+10% +$307K 1.06% 30
2022
Q1 		$3.62M Buy
28,514
+24,485
+608% +$2.99M 1.13% 28
2021
Q4 		$521K Buy
4,029
+987
+32% +$132K 0.15% 105
2021
Q3 		$354K Buy
3,042
+937
+45% +$109K 0.11% 125
2021
Q2 		$204K Buy
+2,105
New +$187K 0.07% 177
2016
Q2 		– Sell
-92,620
Closed -$2.6M – 80
2016
Q1 		$2.6M Sell
92,620
-3,103
-3% -$82K 2.19% 15
2015
Q4 		$2.8M Sell
95,723
-2,563
-3% -$81.7K 2.33% 14
2015
Q3 		$3.06M Buy
98,286
+1,855
+2% +$67.1K 2.63% 10
2015
Q2 		$3.87M Buy
96,431
+3,742
+4% +$154K 3.07% 6
2015
Q1 		$3.54M Buy
92,689
+1,104
+1% +$39.9K 2.86% 10
2014
Q4 		$3.04M Buy
91,585
+6,669
+8% +$209K 2.61% 9
2014
Q3 		$2.62M Buy
84,916
+49,404
+139% +$1.61M 2.14% 16
2014
Q2 		$1.17M Buy
+35,512
New +$1.1M 0.98% 39

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westover Capital Advisors's BX Position: Q1 2026 in Review

Westover Capital Advisors reduced its Blackstone (BX) stake by 0.67% in Q1 2026, selling an estimated $6.12K and leaving 6,949 shares worth $799K. The position accounts for 0.15% of the portfolio, ranked #108.

Westover Capital Advisors first reported a position in BX in Q2 2014 and has held it in 22 quarters since. The position peaked at $3.87M in Q2 2015. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Westover Capital Advisors held 6,949 shares of Blackstone worth $799K as of Q1 2026.
  • Westover Capital Advisors sold 47 Blackstone shares in Q1 2026, an estimated $6.12K.
  • Blackstone made up 0.15% of Westover Capital Advisors's portfolio in Q1 2026, its #108 holding.
  • Westover Capital Advisors first reported a position in Blackstone in Q2 2014 and has held it in 22 quarters since.
  • Westover Capital Advisors's Blackstone position peaked at $3.87M in Q2 2015.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.