WoodTrust Financial’s Blackstone BX Stock Holding History

WoodTrust Financial’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	–	Sell	-4,500	Closed	-$517K	–	182
2026 Q1	$517K	Sell	4,500 -6,850	-60%	-$891K	0.07%	112
2025 Q4	$1.75M	Hold	11,350	–	–	0.2%	66
2025 Q3	$1.94M	Hold	11,350	–	–	0.23%	60
2025 Q2	$1.7M	Hold	11,350	–	–	0.22%	66
2025 Q1	$1.59M	Sell	11,350 -9	-0.1%	-$1.46K	0.22%	66
2024 Q4	$1.96M	Buy	11,359 +100	+0.9%	+$17.4K	0.28%	58
2024 Q3	$1.73M	Buy	11,259 +500	+5%	+$69.4K	0.25%	62
2024 Q2	$1.33M	Buy	10,759 +7,850	+270%	+$966K	0.21%	77
2024 Q1	$382K	Buy	2,909 +9	+0.3%	+$1.12K	0.06%	127
2023 Q4	$380K	Hold	2,900	–	–	0.06%	117
2023 Q3	$311K	Hold	2,900	–	–	0.06%	122
2023 Q2	$270K	Hold	2,900	–	–	0.05%	130
2023 Q1	$255K	Hold	2,900	–	–	0.05%	130
2022 Q4	$215K	Hold	2,900	–	–	0.04%	141
2022 Q3	$243K	Buy	2,900 +600	+26%	+$58.1K	0.05%	130
2022 Q2	$210K	Hold	2,300	–	–	0.05%	139
2022 Q1	$292K	Buy	2,300 +500	+28%	+$61K	0.06%	127
2021 Q4	$233K	Buy	+1,800	New	+$240K	0.05%	130

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

WoodTrust Financial's BX Position: Q2 2026 in Review

WoodTrust Financial sold out of Blackstone (BX) in Q2 2026, closing a stake of 4,500 shares — an estimated $517K sold.

WoodTrust Financial first reported a position in BX in Q4 2021 and held it in 18 quarters. The position peaked at $1.96M in Q4 2024. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

WoodTrust Financial reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
WoodTrust Financial sold 4,500 Blackstone shares in Q2 2026, an estimated $517K.
WoodTrust Financial first reported a position in Blackstone in Q4 2021 and held it in 18 quarters.
WoodTrust Financial's Blackstone position peaked at $1.96M in Q4 2024.
2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.