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Harbor Asset Planning’s Blackstone BX Stock Holding History

Harbor Asset Planning’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 		$73.9K Hold
628
– – 0.06% 177
2026
Q1 		$72.2K Hold
628
– – 0.06% 169
2025
Q4 		$96.8K Hold
628
– – 0.08% 137
2025
Q3 		$107K Hold
628
– – 0.1% 129
2025
Q2 		$94K Buy
+628
New +$86.3K 0.09% 138

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Harbor Asset Planning's BX Position: Q2 2026 in Review

Harbor Asset Planning held its Blackstone (BX) position steady in Q2 2026 at 628 shares worth $73.9K. The position accounts for 0.06% of the portfolio, ranked #177.

Harbor Asset Planning first reported a position in BX in Q2 2025 and has held it in 5 quarters since. The position peaked at $107K in Q3 2025. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Harbor Asset Planning held 628 shares of Blackstone worth $73.9K as of Q2 2026.
  • Harbor Asset Planning left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.06% of Harbor Asset Planning's portfolio in Q2 2026, its #177 holding.
  • Harbor Asset Planning first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Blackstone position peaked at $107K in Q3 2025.
  • 645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.