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 Q3	$492K	Hold	4,390	–	–	0.11%	111
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 $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Gradient Capital Advisors's BX Position: Q3 2026 in Review

Gradient Capital Advisors held its Blackstone (BX) position steady in Q3 2026 at 4,390 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #111.

Gradient Capital Advisors first reported a position in BX in Q3 2022 and has held it in 17 quarters since. The position peaked at $756K in Q4 2024. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Gradient Capital Advisors held 4,390 shares of Blackstone worth $492K as of Q3 2026.
Gradient Capital Advisors left its Blackstone share count unchanged in Q3 2026.
Blackstone made up 0.11% of Gradient Capital Advisors's portfolio in Q3 2026, its #111 holding.
Gradient Capital Advisors first reported a position in Blackstone in Q3 2022 and has held it in 17 quarters since.
Gradient Capital Advisors's Blackstone position peaked at $756K in Q4 2024.
627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.