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Everhart Financial Group’s Blackstone BX Stock Holding History

Everhart Financial Group’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 		$263K Sell
2,238
-270
-11% -$32.4K 0.02% 407
2026
Q1 		$288K Buy
2,508
+878
+54% +$114K 0.02% 363
2025
Q4 		$251K Buy
1,630
+6
+0.4% +$912 0.02% 365
2025
Q3 		$278K Buy
+1,624
New +$278K 0.03% 328
2025
Q1 		– Sell
-1,555
Closed -$268K – 331
2024
Q4 		$268K Buy
+1,555
New +$271K 0.06% 267

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Everhart Financial Group's BX Position: Q2 2026 in Review

Everhart Financial Group reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $32.4K and leaving 2,238 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #407.

Everhart Financial Group first reported a position in BX in Q4 2024 and has held it in 5 quarters since. The position peaked at $288K in Q1 2026. 399 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Everhart Financial Group held 2,238 shares of Blackstone worth $263K as of Q2 2026.
  • Everhart Financial Group sold 270 Blackstone shares in Q2 2026, an estimated $32.4K.
  • Blackstone made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #407 holding.
  • Everhart Financial Group first reported a position in Blackstone in Q4 2024 and has held it in 5 quarters since.
  • Everhart Financial Group's Blackstone position peaked at $288K in Q1 2026.
  • 399 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.