Harbor Asset Planning
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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
Q3 		$70.4K Hold
628
– – 0.05% 183
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Harbor Asset Planning's BX Position: Q3 2026 in Review

Harbor Asset Planning held its Blackstone (BX) position steady in Q3 2026 at 628 shares worth $70.4K. The position accounts for 0.05% of the portfolio, ranked #183.

Harbor Asset Planning first reported a position in BX in Q2 2025 and has held it in 6 quarters since. The position peaked at $107K in Q3 2025. 1,094 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Harbor Asset Planning held 628 shares of Blackstone worth $70.4K as of Q3 2026.
  • Harbor Asset Planning left its Blackstone share count unchanged in Q3 2026.
  • Blackstone made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #183 holding.
  • Harbor Asset Planning first reported a position in Blackstone in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Blackstone position peaked at $107K in Q3 2025.
  • 1,094 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.