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

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return