Harbor Advisors’s Blackstone BX Stock Holding History

Harbor 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 Q1	$1.58M	Hold	13,700	–	–	0.23%	54
2025 Q4	$2.11M	Hold	13,700	–	–	0.32%	43
2025 Q3	$2.34M	Hold	13,700	–	–	0.36%	38
2025 Q2	$2.05M	Hold	13,700	–	–	0.34%	41
2025 Q1	$1.91M	Hold	13,700	–	–	0.33%	42
2024 Q4	$2.36M	Buy	13,700 +6,000	+78%	+$1.05M	0.37%	37
2024 Q3	$1.18M	Hold	7,700	–	–	0.2%	60
2024 Q2	$953K	Hold	7,700	–	–	0.17%	69
2024 Q1	$1.01M	Hold	7,700	–	–	0.19%	66
2023 Q4	$1.01M	Hold	7,700	–	–	0.19%	65
2023 Q3	$825K	Hold	7,700	–	–	0.18%	63
2023 Q2	$716K	Hold	7,700	–	–	0.15%	69
2023 Q1	$676K	Buy	7,700 +2,700	+54%	+$238K	0.16%	68
2022 Q4	$371K	Hold	5,000	–	–	0.09%	102
2022 Q3	$419K	Buy	+5,000	New	+$484K	0.11%	92

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return