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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
Q2 		$632K Sell
5,373
-1,576
-23% -$189K 0.11% 133
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westover Capital Advisors's BX Position: Q2 2026 in Review

Westover Capital Advisors reduced its Blackstone (BX) stake by 23% in Q2 2026, selling an estimated $189K and leaving 5,373 shares worth $632K. The position accounts for 0.11% of the portfolio, ranked #133.

Westover Capital Advisors first reported a position in BX in Q2 2014 and has held it in 23 quarters since. The position peaked at $3.87M in Q2 2015. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Westover Capital Advisors held 5,373 shares of Blackstone worth $632K as of Q2 2026.
  • Westover Capital Advisors sold 1,576 Blackstone shares in Q2 2026, an estimated $189K.
  • Blackstone made up 0.11% of Westover Capital Advisors's portfolio in Q2 2026, its #133 holding.
  • Westover Capital Advisors first reported a position in Blackstone in Q2 2014 and has held it in 23 quarters since.
  • Westover Capital Advisors's Blackstone position peaked at $3.87M in Q2 2015.
  • 2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.