HCR Wealth Advisors’s Blackstone BX Stock Holding History

HCR Wealth 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	$315K	Sell	2,679 -1,117	-29%	-$134K	0.03%	208
2026 Q1	$437K	Sell	3,796 -2,714	-42%	-$353K	0.05%	161
2025 Q4	$1M	Sell	6,510 -197	-3%	-$29.9K	0.1%	112
2025 Q3	$1.12M	Buy	6,707 +776	+13%	+$133K	0.12%	100
2025 Q2	$887K	Buy	5,931 +1,502	+34%	+$206K	0.1%	110
2025 Q1	$619K	Buy	4,429 +1,443	+48%	+$234K	0.08%	126
2024 Q4	$515K	Buy	2,986 +25	+0.8%	+$4.36K	0.06%	138
2024 Q3	$453K	Sell	2,961 -1,438	-33%	-$199K	0.06%	145
2024 Q2	$545K	Buy	4,399 +477	+12%	+$58.7K	0.08%	123
2024 Q1	$515K	Buy	3,922 +2,135	+119%	+$267K	0.08%	128
2023 Q4	$234K	Buy	+1,787	New	+$193K	0.04%	180
2022 Q2	–	Sell	-2,929	Closed	-$372K	–	183
2022 Q1	$372K	Sell	2,929 -328	-10%	-$40K	0.06%	141
2021 Q4	$421K	Buy	3,257 +14	+0.4%	+$1.87K	0.07%	146
2021 Q3	$377K	Buy	3,243 +12	+0.4%	+$1.39K	0.06%	157
2021 Q2	$314K	Buy	3,231 +17	+0.5%	+$1.51K	0.05%	154
2021 Q1	$240K	Buy	+3,214	New	+$222K	0.05%	164

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCR Wealth Advisors's BX Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Blackstone (BX) stake by 29% in Q2 2026, selling an estimated $134K and leaving 2,679 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #208.

HCR Wealth Advisors first reported a position in BX in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.12M in Q3 2025. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

HCR Wealth Advisors held 2,679 shares of Blackstone worth $315K as of Q2 2026.
HCR Wealth Advisors sold 1,117 Blackstone shares in Q2 2026, an estimated $134K.
Blackstone made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #208 holding.
HCR Wealth Advisors first reported a position in Blackstone in Q1 2021 and has held it in 16 quarters since.
HCR Wealth Advisors's Blackstone position peaked at $1.12M in Q3 2025.
2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.