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Zevenbergen Capital Investments’s Blackstone BX Stock Holding History

Zevenbergen Capital Investments’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 		$1.75M Sell
14,830
-970
-6% -$117K 0.04% 90
2026
Q1 		$1.82M Sell
15,800
-385
-2% -$50.1K 0.05% 88
2025
Q4 		$2.49M Sell
16,185
-190
-1% -$28.9K 0.06% 83
2025
Q3 		$2.8M Sell
16,375
-130
-0.8% -$22.3K 0.05% 79
2025
Q2 		$2.47M Buy
16,505
+530
+3% +$72.8K 0.05% 81
2025
Q1 		$2.23M Sell
15,975
-215
-1% -$34.9K 0.05% 80
2024
Q4 		$2.79M Buy
16,190
+2,070
+15% +$361K 0.06% 76
2024
Q3 		$2.16M Buy
14,120
+235
+2% +$32.6K 0.05% 77
2024
Q2 		$1.72M Sell
13,885
-345
-2% -$42.5K 0.04% 77
2024
Q1 		$1.87M Hold
14,230
– – 0.04% 82
2023
Q4 		$1.86M Sell
14,230
-1,300
-8% -$141K 0.04% 81
2023
Q3 		$1.66M Sell
15,530
-250
-2% -$26K 0.04% 85
2023
Q2 		$1.47M Sell
15,780
-1,475
-9% -$127K 0.03% 85
2023
Q1 		$1.52M Sell
17,255
-1,480
-8% -$131K 0.04% 86
2022
Q4 		$1.39M Sell
18,735
-13,890
-43% -$1.2M 0.05% 87
2022
Q3 		$2.73M Buy
32,625
+860
+3% +$83.3K 0.08% 74
2022
Q2 		$2.9M Buy
31,765
+3,965
+14% +$428K 0.13% 48
2022
Q1 		$3.53M Buy
27,800
+2,810
+11% +$343K 0.09% 46
2021
Q4 		$3.23M Buy
24,990
+2,020
+9% +$269K 0.07% 55
2021
Q3 		$2.67M Buy
22,970
+11,870
+107% +$1.38M 0.05% 60
2021
Q2 		$1.08M Buy
+11,100
New +$986K 0.02% 81

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

Zevenbergen Capital Investments's BX Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its Blackstone (BX) stake by 6.1% in Q2 2026, selling an estimated $117K and leaving 14,830 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #90.

Zevenbergen Capital Investments first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.53M in Q1 2022. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Zevenbergen Capital Investments held 14,830 shares of Blackstone worth $1.75M as of Q2 2026.
  • Zevenbergen Capital Investments sold 970 Blackstone shares in Q2 2026, an estimated $117K.
  • Blackstone made up 0.04% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #90 holding.
  • Zevenbergen Capital Investments first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Zevenbergen Capital Investments's Blackstone position peaked at $3.53M in Q1 2022.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.