Harold Davidson & Associates
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Harold Davidson & Associates’s Blackstone BX Stock Holding History

Harold Davidson & Associates’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 		$231K Sell
2,057
-40
-2% -$5.23K 0.09% 61
2026
Q2 		$247K Hold
2,097
– – 0.11% 55
2026
Q1 		$241K Sell
2,097
-95
-4% -$12.4K 0.12% 58
2025
Q4 		$338K Sell
2,192
-10
-0.5% -$1.52K 0.15% 56
2025
Q3 		$376K Sell
2,202
-101
-4% -$17.3K 0.17% 55
2025
Q2 		$344K Sell
2,303
-130
-5% -$17.9K 0.22% 52
2025
Q1 		$340K Hold
2,433
– – 0.19% 52
2024
Q4 		$419K Buy
+2,433
New +$424K 0.2% 53

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

Harold Davidson & Associates's BX Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Blackstone (BX) stake by 1.9% in Q3 2026, selling an estimated $5.23K and leaving 2,057 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #61.

Harold Davidson & Associates first reported a position in BX in Q4 2024 and has held it in 8 quarters since. The position peaked at $419K in Q4 2024. 1,335 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Harold Davidson & Associates held 2,057 shares of Blackstone worth $231K as of Q3 2026.
  • Harold Davidson & Associates sold 40 Blackstone shares in Q3 2026, an estimated $5.23K.
  • Blackstone made up 0.09% of Harold Davidson & Associates's portfolio in Q3 2026, its #61 holding.
  • Harold Davidson & Associates first reported a position in Blackstone in Q4 2024 and has held it in 8 quarters since.
  • Harold Davidson & Associates's Blackstone position peaked at $419K in Q4 2024.
  • 1,335 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.