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

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.