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Gross & Hartman Investments’s Blackstone BX Stock Holding History

Gross & Hartman Investments’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 		$590K Buy
5,016
+669
+15% +$80.4K 0.26% 33
2026
Q1 		$500K Buy
4,347
+598
+16% +$77.8K 0.26% 36
2025
Q4 		$578K Buy
+3,749
New +$570K 0.33% 33

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gross & Hartman Investments's BX Position: Q2 2026 in Review

Gross & Hartman Investments increased its Blackstone (BX) stake by 15% in Q2 2026, buying an estimated $80.4K and bringing the position to 5,016 shares worth $590K. The position accounts for 0.26% of the portfolio, ranked #33.

Gross & Hartman Investments first reported a position in BX in Q4 2025 and has held it in 3 quarters since. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Gross & Hartman Investments held 5,016 shares of Blackstone worth $590K as of Q2 2026.
  • Gross & Hartman Investments bought 669 Blackstone shares in Q2 2026, an estimated $80.4K.
  • Blackstone made up 0.26% of Gross & Hartman Investments's portfolio in Q2 2026, its #33 holding.
  • Gross & Hartman Investments first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.