Everett Harris & Co
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Everett Harris & Co’s Blackstone BX Stock Holding History

Everett Harris & Co’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 		$289K Hold
2,458
– – ﹤0.01% 257
2026
Q1 		$283K Buy
2,458
+26
+1% +$3.38K ﹤0.01% 286
2025
Q4 		$375K Buy
2,432
+497
+26% +$75.5K ﹤0.01% 256
2025
Q3 		$331K Hold
1,935
– – ﹤0.01% 262
2025
Q2 		$289K Buy
1,935
+9
+0.5% +$1.24K ﹤0.01% 276
2025
Q1 		$269K Sell
1,926
-7
-0.4% -$1.14K ﹤0.01% 278
2024
Q4 		$333K Sell
1,933
-16
-0.8% -$2.79K ﹤0.01% 234
2024
Q3 		$298K Sell
1,949
-10
-0.5% -$1.39K ﹤0.01% 235
2024
Q2 		$243K Buy
+1,959
New +$241K ﹤0.01% 250

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 $3.38T AUM 44.17% 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

Everett Harris & Co's BX Position: Q2 2026 in Review

Everett Harris & Co held its Blackstone (BX) position steady in Q2 2026 at 2,458 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Everett Harris & Co first reported a position in BX in Q2 2024 and has held it in 9 quarters since. The position peaked at $375K in Q4 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Everett Harris & Co held 2,458 shares of Blackstone worth $289K as of Q2 2026.
  • Everett Harris & Co left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #257 holding.
  • Everett Harris & Co first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
  • Everett Harris & Co's Blackstone position peaked at $375K in Q4 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.