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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Harold Davidson & Associates's BX Position: Q2 2026 in Review

Harold Davidson & Associates held its Blackstone (BX) position steady in Q2 2026 at 2,097 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #55.

Harold Davidson & Associates first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $419K in Q4 2024. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Harold Davidson & Associates held 2,097 shares of Blackstone worth $247K as of Q2 2026.
  • Harold Davidson & Associates left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.11% of Harold Davidson & Associates's portfolio in Q2 2026, its #55 holding.
  • Harold Davidson & Associates first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Harold Davidson & Associates's Blackstone position peaked at $419K in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.