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Haverford Trust Company’s Blackstone BX Stock Holding History

Haverford Trust Company’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 		$890K Buy
7,562
+1,010
+15% +$121K 0.01% 250
2026
Q1 		$753K Sell
6,552
-1,564
-19% -$203K 0.01% 256
2025
Q4 		$1.25M Buy
8,116
+14
+0.2% +$2.13K 0.01% 212
2025
Q3 		$1.38M Sell
8,102
-423
-5% -$72.5K 0.01% 197
2025
Q2 		$1.28M Hold
8,525
– – 0.01% 211
2025
Q1 		$1.19M Buy
8,525
+174
+2% +$28.2K 0.01% 209
2024
Q4 		$1.44M Hold
8,351
– – 0.01% 191
2024
Q3 		$1.28M Buy
8,351
+1,685
+25% +$234K 0.01% 209
2024
Q2 		$825K Sell
6,666
-34
-0.5% -$4.18K 0.01% 240
2024
Q1 		$880K Sell
6,700
-183
-3% -$22.9K 0.01% 234
2023
Q4 		$901K Buy
6,883
+41
+0.6% +$4.44K 0.01% 222
2023
Q3 		$733K Sell
6,842
-458
-6% -$47.7K 0.01% 229
2023
Q2 		$679K Hold
7,300
– – 0.01% 237
2023
Q1 		$641K Sell
7,300
-442
-6% -$39K 0.01% 237
2022
Q4 		$574K Hold
7,742
– – 0.01% 229
2022
Q3 		$648K Hold
7,742
– – 0.01% 227
2022
Q2 		$706K Sell
7,742
-73
-0.9% -$7.88K 0.01% 218
2022
Q1 		$992K Sell
7,815
-127
-2% -$15.5K 0.01% 197
2021
Q4 		$1.03M Hold
7,942
– – 0.01% 202
2021
Q3 		$924K Sell
7,942
-51
-0.6% -$5.92K 0.01% 205
2021
Q2 		$776K Buy
7,993
+51
+0.6% +$4.53K 0.01% 223
2021
Q1 		$592K Hold
7,942
– – 0.01% 216
2020
Q4 		$515K Hold
7,942
– – 0.01% 212
2020
Q3 		$415K Buy
+7,942
New +$425K 0.01% 216

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

Haverford Trust Company's BX Position: Q2 2026 in Review

Haverford Trust Company increased its Blackstone (BX) stake by 15% in Q2 2026, buying an estimated $121K and bringing the position to 7,562 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #250.

Haverford Trust Company first reported a position in BX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Haverford Trust Company held 7,562 shares of Blackstone worth $890K as of Q2 2026.
  • Haverford Trust Company bought 1,010 Blackstone shares in Q2 2026, an estimated $121K.
  • Blackstone made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #250 holding.
  • Haverford Trust Company first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • Haverford Trust Company's Blackstone position peaked at $1.44M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.