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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
2026
Q2 		$2.03M Buy
17,256
+334
+2% +$40.1K 1.01% 36
2026
Q1 		$1.95M Buy
16,922
+1,328
+9% +$173K 1.08% 38
2025
Q4 		$2.4M Buy
15,594
+220
+1% +$33.4K 1.36% 14
2025
Q3 		$2.63M Buy
15,374
+454
+3% +$77.8K 1.54% 11
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harvest Investment Advisors's BX Position: Q2 2026 in Review

Harvest Investment Advisors increased its Blackstone (BX) stake by 2% in Q2 2026, buying an estimated $40.1K and bringing the position to 17,256 shares worth $2.03M. The position accounts for 1.01% of the portfolio, ranked #36.

Harvest Investment Advisors first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.63M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Harvest Investment Advisors held 17,256 shares of Blackstone worth $2.03M as of Q2 2026.
  • Harvest Investment Advisors bought 334 Blackstone shares in Q2 2026, an estimated $40.1K.
  • Blackstone made up 1.01% of Harvest Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Harvest Investment Advisors first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Harvest Investment Advisors's Blackstone position peaked at $2.63M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.