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Halbert Hargrove Global Advisors’s Blackstone BX Stock Holding History

Halbert Hargrove Global 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 		$11.1K Sell
94
-54
-36% -$6.49K ﹤0.01% 302
2026
Q1 		$17K Sell
148
-130
-47% -$16.9K ﹤0.01% 259
2025
Q4 		$42.9K Buy
278
+116
+72% +$17.6K ﹤0.01% 203
2025
Q3 		$27.8K Buy
162
+29
+22% +$4.97K ﹤0.01% 222
2025
Q2 		$20K Sell
133
-7
-5% -$962 ﹤0.01% 188
2025
Q1 		$19.6K Buy
140
+7
+5% +$1.14K ﹤0.01% 205
2024
Q4 		$23K Buy
+133
New +$23.2K ﹤0.01% 187
2024
Q1 		– Sell
-2,163
Closed -$283K – 104
2023
Q4 		$283K Buy
2,163
+55
+3% +$5.95K 0.02% 80
2023
Q3 		$226K Buy
+2,108
New +$220K 0.02% 90
2022
Q2 		– Sell
-1,897
Closed -$241K – 152
2022
Q1 		$241K Buy
1,897
+246
+15% +$30K 0.02% 140
2021
Q4 		$214K Sell
1,651
-162
-9% -$21.6K 0.01% 152
2021
Q3 		$211K Buy
+1,813
New +$210K 0.01% 138

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

Halbert Hargrove Global Advisors's BX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Blackstone (BX) stake by 36% in Q2 2026, selling an estimated $6.49K and leaving 94 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Halbert Hargrove Global Advisors first reported a position in BX in Q3 2021 and has held it in 12 quarters since. The position peaked at $283K in Q4 2023. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Halbert Hargrove Global Advisors held 94 shares of Blackstone worth $11.1K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 54 Blackstone shares in Q2 2026, an estimated $6.49K.
  • Blackstone made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #302 holding.
  • Halbert Hargrove Global Advisors first reported a position in Blackstone in Q3 2021 and has held it in 12 quarters since.
  • Halbert Hargrove Global Advisors's Blackstone position peaked at $283K in Q4 2023.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.