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 Q3	$9.6K	Sell	86 -8	-9%	-$1.05K	﹤0.01%	280
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

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

WPEP

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Jay A. Fishman Ltd Troy, Michigan $1.24B AUM 21.21% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's BX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Blackstone (BX) stake by 8.5% in Q3 2026, selling an estimated $1.05K and leaving 86 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Halbert Hargrove Global Advisors first reported a position in BX in Q3 2021 and has held it in 13 quarters since. The position peaked at $283K in Q4 2023. 730 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Halbert Hargrove Global Advisors held 86 shares of Blackstone worth $9.6K as of Q3 2026.
Halbert Hargrove Global Advisors sold 8 Blackstone shares in Q3 2026, an estimated $1.05K.
Blackstone made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #280 holding.
Halbert Hargrove Global Advisors first reported a position in Blackstone in Q3 2021 and has held it in 13 quarters since.
Halbert Hargrove Global Advisors's Blackstone position peaked at $283K in Q4 2023.
730 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.