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Zacks Investment Management’s Blackstone BX Stock Holding History

Zacks Investment Management’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 		$459K Buy
3,901
+2,095
+116% +$252K ﹤0.01% 525
2026
Q1 		$208K Sell
1,806
-1,639
-48% -$213K ﹤0.01% 670
2025
Q4 		$531K Sell
3,445
-8
-0.2% -$1.22K ﹤0.01% 492
2025
Q3 		$590K Buy
3,453
+71
+2% +$12.2K ﹤0.01% 467
2025
Q2 		$506K Buy
3,382
+13
+0.4% +$1.79K ﹤0.01% 479
2025
Q1 		$471K Sell
3,369
-592
-15% -$96.1K ﹤0.01% 493
2024
Q4 		$683K Buy
3,961
+2,316
+141% +$404K 0.01% 446
2024
Q3 		$252K Sell
1,645
-3,179
-66% -$441K ﹤0.01% 590
2024
Q2 		$597K Sell
4,824
-60
-1% -$7.38K 0.01% 420
2024
Q1 		$642K Buy
4,884
+44
+0.9% +$5.5K 0.01% 444
2023
Q4 		$634K Sell
4,840
-300
-6% -$32.5K 0.01% 435
2023
Q3 		$551K Buy
5,140
+1,931
+60% +$201K 0.01% 444
2023
Q2 		$298K Sell
3,209
-6
-0.2% -$518 ﹤0.01% 532
2023
Q1 		$282K Buy
3,215
+452
+16% +$39.9K ﹤0.01% 531
2022
Q4 		$205K Buy
+2,763
New +$239K ﹤0.01% 564

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

Zacks Investment Management's BX Position: Q2 2026 in Review

Zacks Investment Management increased its Blackstone (BX) stake by 116% in Q2 2026, buying an estimated $252K and bringing the position to 3,901 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Zacks Investment Management first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $683K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Zacks Investment Management held 3,901 shares of Blackstone worth $459K as of Q2 2026.
  • Zacks Investment Management bought 2,095 Blackstone shares in Q2 2026, an estimated $252K.
  • Blackstone made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #525 holding.
  • Zacks Investment Management first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Zacks Investment Management's Blackstone position peaked at $683K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.