Harvest Investment Advisors’s Blackstone BX Stock Holding History

Harvest Investment Advisors’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
2025 Q4	$2.4M	Buy	+15,594	New	+$2.37M	1.36%	14
2025 Q2	$2.23M	Buy	14,920 +105	+0.7%	+$14.4K	1.44%	12
2025 Q1	$2.07M	Buy	14,815 +98	+0.7%	+$15.9K	1.5%	14
2024 Q4	$2.54M	Sell	14,717 -236	-2%	-$41.1K	1.75%	10
2024 Q3	$2.29M	Sell	14,953 -305	-2%	-$42.3K	1.56%	12
2024 Q2	$1.89M	Sell	15,258 -127	-0.8%	-$15.6K	1.39%	18
2024 Q1	$2.02M	Buy	15,385 +121	+0.8%	+$15.1K	1.51%	13
2023 Q4	$2M	Sell	15,264 -38	-0.2%	-$4.11K	1.6%	9
2023 Q3	$1.64M	Sell	15,302 -184	-1%	-$19.2K	1.47%	14
2023 Q2	$1.44M	Buy	15,486 +15	+0.1%	+$1.3K	1.23%	25
2023 Q1	$1.36M	Buy	15,471 +280	+2%	+$24.7K	1.21%	31
2022 Q4	$1.13M	Buy	+15,191	New	+$1.31M	1.06%	47

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Harvest Investment Advisors's BX Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Blackstone (BX) in Q4 2025: 15,594 shares worth $2.4M. The stake represents 1.36% of the portfolio and ranks #14 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in BX as recently as Q2 2025.

Harvest Investment Advisors first reported a position in BX in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2024. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Harvest Investment Advisors held 15,594 shares of Blackstone worth $2.4M as of Q4 2025.
Blackstone was a new Harvest Investment Advisors position in Q4 2025.
Blackstone made up 1.36% of Harvest Investment Advisors's portfolio in Q4 2025, its #14 holding.
Harvest Investment Advisors first reported a position in Blackstone in Q4 2022 and has held it in 12 quarters since.
Harvest Investment Advisors's Blackstone position peaked at $2.54M in Q4 2024.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.