First Heartland Consultants’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $255K | Sell |
2,163
-31
| -1% | -$3.73K | 0.02% | 519 |
|
|
2026
Q1 | $252K | Sell |
2,194
-617
| -22% | -$80.3K | 0.02% | 452 |
|
|
2025
Q4 | $433K | Buy |
2,811
+11
| +0.4% | +$1.67K | 0.03% | 323 |
|
|
2025
Q3 | $478K | Buy |
2,800
+227
| +9% | +$38.9K | 0.04% | 292 |
|
|
2025
Q2 | $385K | Sell |
2,573
-164
| -6% | -$22.5K | 0.03% | 330 |
|
|
2025
Q1 | $383K | Sell |
2,737
-679
| -20% | -$110K | 0.04% | 291 |
|
|
2024
Q4 | $589K | Sell |
3,416
-172
| -5% | -$30K | 0.06% | 211 |
|
|
2024
Q3 | $549K | Sell |
3,588
-32
| -0.9% | -$4.44K | 0.06% | 222 |
|
|
2024
Q2 | $448 | Sell |
3,620
-411
| -10% | -$50.6K | 0.03% | 281 |
|
|
2024
Q1 | $530K | Buy |
4,031
+3
| +0.1% | +$375 | 0.06% | 241 |
|
|
2023
Q4 | $527K | Sell |
4,028
-98
| -2% | -$10.6K | 0.06% | 207 |
|
|
2023
Q3 | $442K | Sell |
4,126
-214
| -5% | -$22.3K | 0.06% | 232 |
|
|
2023
Q2 | $403K | Buy |
4,340
+305
| +8% | +$26.3K | 0.05% | 240 |
|
|
2023
Q1 | $355K | Buy |
4,035
+15
| +0.4% | +$1.32K | 0.05% | 251 |
|
|
2022
Q4 | $298K | Sell |
4,020
-64
| -2% | -$5.53K | 0.05% | 280 |
|
|
2022
Q3 | $341 | Sell |
4,084
-276
| -6% | -$26.7K | 0.03% | 228 |
|
|
2022
Q2 | $397K | Buy |
4,360
+123
| +3% | +$13.3K | 0.06% | 208 |
|
|
2022
Q1 | $537K | Sell |
4,237
-1,110
| -21% | -$135K | 0.08% | 176 |
|
|
2021
Q4 | $691 | Sell |
5,347
-6,430
| -55% | -$857K | 0.03% | 151 |
|
|
2021
Q3 | $1.37M | Buy |
11,777
+6,530
| +124% | +$758K | 0.21% | 105 |
|
|
2021
Q2 | $510K | Sell |
5,247
-2,666
| -34% | -$237K | 0.08% | 209 |
|
|
2021
Q1 | $590K | Sell |
7,913
-2,546
| -24% | -$176K | 0.09% | 175 |
|
|
2020
Q4 | $678K | Sell |
10,459
-1,706
| -14% | -$99.3K | 0.11% | 138 |
|
|
2020
Q3 | $635K | Sell |
12,165
-81
| -0.7% | -$4.33K | 0.12% | 127 |
|
|
2020
Q2 | $694K | Buy |
12,246
+206
| +2% | +$10.8K | 0.14% | 124 |
|
|
2020
Q1 | $549K | Sell |
12,040
-730
| -6% | -$40.4K | 0.14% | 126 |
|
|
2019
Q4 | $714K | Buy |
+12,770
| New | +$663K | 0.14% | 142 |
|
|
2019
Q3 | – | Sell |
-11,816
| Closed | -$525K | – | 290 |
|
|
2019
Q2 | $525K | Buy |
11,816
+2,660
| +29% | +$106K | 0.13% | 143 |
|
|
2019
Q1 | $320K | Buy |
9,156
+1,150
| +14% | +$38.4K | 0.09% | 196 |
|
|
2018
Q4 | $239K | Buy |
+8,006
| New | +$265K | 0.09% | 201 |
|
|
2017
Q4 | – | Sell |
-6,702
| Closed | -$224K | – | 276 |
|
|
2017
Q3 | $224K | Sell |
6,702
-7,298
| -52% | -$240K | 0.05% | 305 |
|
|
2017
Q2 | $467K | Sell |
14,000
-1,021
| -7% | -$32K | 0.12% | 211 |
|
|
2017
Q1 | $446K | Hold |
15,021
| – | – | 0.12% | 198 |
|
|
2016
Q4 | $406K | Sell |
15,021
-1,540
| -9% | -$40K | 0.12% | 208 |
|
|
2016
Q3 | $423K | Buy |
16,561
+1,947
| +13% | +$51.4K | 0.12% | 188 |
|
|
2016
Q2 | $359 | Buy |
+14,614
| New | +$389K | 0.04% | 191 |
|
Other funds holding BX
CAM
DLA
FWIA
JLBC
AIP
WPEP
CTB
CAI
First Heartland Consultants's BX Position: Q2 2026 in Review
First Heartland Consultants reduced its Blackstone (BX) stake by 1.4% in Q2 2026, selling an estimated $3.73K and leaving 2,163 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #519.
First Heartland Consultants first reported a position in BX in Q2 2016 and has held it in 36 quarters since. The position peaked at $1.37M in Q3 2021. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- First Heartland Consultants held 2,163 shares of Blackstone worth $255K as of Q2 2026.
- First Heartland Consultants sold 31 Blackstone shares in Q2 2026, an estimated $3.73K.
- Blackstone made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #519 holding.
- First Heartland Consultants first reported a position in Blackstone in Q2 2016 and has held it in 36 quarters since.
- First Heartland Consultants's Blackstone position peaked at $1.37M in Q3 2021.
- 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.