Harmony Asset Management’s Blackstone BX Stock Holding History

Harmony Asset Management’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	$1.46M	Sell	12,372 -198	-2%	-$23.8K	0.39%	62
2026 Q1	$1.45M	Buy	12,570 +1,626	+15%	+$212K	0.44%	57
2025 Q4	$1.69M	Buy	10,944 +1,332	+14%	+$202K	0.57%	43
2025 Q3	$1.64M	Hold	9,612	–	–	0.57%	47
2025 Q2	$1.44M	Buy	9,612 +1	+0%	+$137	0.54%	56
2025 Q1	$1.34M	Buy	9,611 +1,603	+20%	+$260K	0.56%	51
2024 Q4	$1.38M	Sell	8,008 -1,311	-14%	-$228K	0.55%	51
2024 Q3	$1.43M	Buy	9,319 +71	+0.8%	+$9.85K	0.52%	50
2024 Q2	$1.14M	Buy	9,248 +600	+7%	+$73.8K	0.48%	54
2024 Q1	$1.14M	Buy	8,648 +450	+5%	+$56.2K	0.47%	59
2023 Q4	$1.07M	Buy	+8,198	New	+$887K	0.45%	53

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harmony Asset Management's BX Position: Q2 2026 in Review

Harmony Asset Management reduced its Blackstone (BX) stake by 1.6% in Q2 2026, selling an estimated $23.8K and leaving 12,372 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #62.

Harmony Asset Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Harmony Asset Management held 12,372 shares of Blackstone worth $1.46M as of Q2 2026.
Harmony Asset Management sold 198 Blackstone shares in Q2 2026, an estimated $23.8K.
Blackstone made up 0.39% of Harmony Asset Management's portfolio in Q2 2026, its #62 holding.
Harmony Asset Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's Blackstone position peaked at $1.69M in Q4 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.