Harbor Investment Advisory’s Blackstone BX Stock Holding History

Harbor Investment Advisory’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	$2.12M	Buy	18,038 +447	+3%	+$53.7K	0.15%	112
2026 Q1	$2.02M	Sell	17,591 -15,922	-48%	-$2.07M	0.16%	109
2025 Q4	$5.17M	Sell	33,513 -943	-3%	-$143K	0.39%	46
2025 Q3	$5.89M	Buy	34,456 +690	+2%	+$118K	0.49%	40
2025 Q2	$5.05M	Sell	33,766 -881	-3%	-$121K	0.45%	43
2025 Q1	$4.84M	Sell	34,647 -4,367	-11%	-$709K	0.47%	40
2024 Q4	$6.73M	Buy	39,014 +587	+2%	+$102K	0.63%	28
2024 Q3	$5.88M	Buy	38,427 +220	+0.6%	+$30.5K	0.58%	29
2024 Q2	$4.73M	Sell	38,207 -188	-0.5%	-$23.1K	0.49%	34
2024 Q1	$5.04M	Sell	38,395 -92	-0.2%	-$11.5K	0.53%	34
2023 Q4	$5.04M	Buy	38,487 +28	+0.1%	+$3.03K	0.58%	30
2023 Q3	$4.12M	Sell	38,459 -3,145	-8%	-$327K	0.54%	32
2023 Q2	$3.87M	Buy	41,604 +649	+2%	+$56.1K	0.54%	34
2023 Q1	$3.6M	Sell	40,955 -4,944	-11%	-$437K	0.54%	39
2022 Q4	$3.41M	Sell	45,899 -4,245	-8%	-$367K	0.53%	44
2022 Q3	$4.2M	Buy	50,144 +1,558	+3%	+$151K	0.69%	27
2022 Q2	$4.43M	Buy	48,586 +4,926	+11%	+$532K	0.71%	25
2022 Q1	$5.54M	Buy	43,660 +2,683	+7%	+$327K	0.73%	21
2021 Q4	$5.3M	Sell	40,977 -91	-0.2%	-$12.1K	0.67%	30
2021 Q3	$4.78M	Sell	41,068 -1,008	-2%	-$117K	0.65%	30
2021 Q2	$4.09M	Sell	42,076 -602	-1%	-$53.5K	0.55%	36
2021 Q1	$3.18M	Sell	42,678 -100	-0.2%	-$6.9K	0.48%	42
2020 Q4	$2.77M	Sell	42,778 -4,140	-9%	-$241K	0.44%	49
2020 Q3	$2.45M	Sell	46,918 -1,094	-2%	-$58.5K	0.47%	49
2020 Q2	$2.72M	Buy	48,012 +972	+2%	+$51.2K	0.58%	38
2020 Q1	$2.14M	Buy	47,040 +4,958	+12%	+$274K	0.58%	40
2019 Q4	$2.35M	Buy	+42,082	New	+$2.18M	0.54%	45

Other funds holding BX

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) 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 Investment Advisory's BX Position: Q2 2026 in Review

Harbor Investment Advisory increased its Blackstone (BX) stake by 2.5% in Q2 2026, buying an estimated $53.7K and bringing the position to 18,038 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #112.

Harbor Investment Advisory first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.73M in Q4 2024. 673 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Harbor Investment Advisory held 18,038 shares of Blackstone worth $2.12M as of Q2 2026.
Harbor Investment Advisory bought 447 Blackstone shares in Q2 2026, an estimated $53.7K.
Blackstone made up 0.15% of Harbor Investment Advisory's portfolio in Q2 2026, its #112 holding.
Harbor Investment Advisory first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Blackstone position peaked at $6.73M in Q4 2024.
673 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.