Gradient Capital Advisors’s Blackstone BX Stock Holding History

Gradient Capital Advisors’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	$517K	Hold	4,390	–	–	0.12%	108
2026 Q1	$505K	Hold	4,390	–	–	0.13%	103
2025 Q4	$677K	Hold	4,390	–	–	0.17%	89
2025 Q3	$750K	Buy	4,390 +7	+0.2%	+$1.2K	0.2%	83
2025 Q2	$656K	Hold	4,383	–	–	0.19%	85
2025 Q1	$613K	Hold	4,383	–	–	0.2%	83
2024 Q4	$756K	Sell	4,383 -104	-2%	-$18.1K	0.24%	76
2024 Q3	$687K	Hold	4,487	–	–	0.23%	77
2024 Q2	$555K	Hold	4,487	–	–	0.2%	85
2024 Q1	$589K	Hold	4,487	–	–	0.22%	83
2023 Q4	$587K	Hold	4,487	–	–	0.22%	82
2023 Q3	$481K	Hold	4,487	–	–	0.2%	85
2023 Q2	$417K	Hold	4,487	–	–	0.17%	93
2023 Q1	$394K	Hold	4,487	–	–	0.17%	95
2022 Q4	$333K	Hold	4,487	–	–	0.15%	98
2022 Q3	$376K	Buy	+4,487	New	+$435K	0.18%	90

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Capital Advisors's BX Position: Q2 2026 in Review

Gradient Capital Advisors held its Blackstone (BX) position steady in Q2 2026 at 4,390 shares worth $517K. The position accounts for 0.12% of the portfolio, ranked #108.

Gradient Capital Advisors first reported a position in BX in Q3 2022 and has held it in 16 quarters since. The position peaked at $756K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Gradient Capital Advisors held 4,390 shares of Blackstone worth $517K as of Q2 2026.
Gradient Capital Advisors left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.12% of Gradient Capital Advisors's portfolio in Q2 2026, its #108 holding.
Gradient Capital Advisors first reported a position in Blackstone in Q3 2022 and has held it in 16 quarters since.
Gradient Capital Advisors's Blackstone position peaked at $756K in Q4 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.