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Heritage Wealth Advisors’s Blackstone BX Stock Holding History

Heritage 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
Q1 		$488K Hold
4,248
– – 0.02% 131
2025
Q4 		$655K Hold
4,248
– – 0.03% 128
2025
Q3 		$726K Hold
4,248
– – 0.03% 104
2025
Q2 		$635K Sell
4,248
-336
-7% -$46.2K 0.03% 112
2025
Q1 		$641K Sell
4,584
-109
-2% -$17.7K 0.03% 107
2024
Q4 		$809K Sell
4,693
-378
-7% -$65.9K 0.04% 97
2024
Q3 		$777K Sell
5,071
-350
-6% -$48.6K 0.04% 104
2024
Q2 		$671K Hold
5,421
– – 0.03% 112
2024
Q1 		$712K Hold
5,421
– – 0.03% 117
2023
Q4 		$710K Sell
5,421
-384
-7% -$41.5K 0.04% 112
2023
Q3 		$622K Sell
5,805
-100
-2% -$10.4K 0.03% 116
2023
Q2 		$549K Hold
5,905
– – 0.03% 127
2023
Q1 		$519K Sell
5,905
-100
-2% -$8.83K 0.03% 126
2022
Q4 		$446K Buy
6,005
+100
+2% +$8.64K 0.03% 137
2022
Q3 		$494K Sell
5,905
-100
-2% -$9.69K 0.04% 122
2022
Q2 		$548K Hold
6,005
– – 0.04% 122
2022
Q1 		$762K Hold
6,005
– – 0.04% 99
2021
Q4 		$777K Hold
6,005
– – 0.04% 112
2021
Q3 		$699K Sell
6,005
-200
-3% -$23.2K 0.04% 113
2021
Q2 		$603K Hold
6,205
– – 0.04% 126
2021
Q1 		$462K Hold
6,205
– – 0.03% 144
2020
Q4 		$402K Hold
6,205
– – 0.03% 144
2020
Q3 		$324K Hold
6,205
– – 0.04% 121
2020
Q2 		$352K Hold
6,205
– – 0.05% 105
2020
Q1 		$283K Sell
6,205
-1,120
-15% -$62K 0.05% 106
2019
Q4 		$410K Buy
7,325
+6,102
+499% +$317K 0.05% 118
2019
Q3 		$59K Buy
1,223
+823
+206% +$40.1K 0.01% 258
2019
Q2 		$17.8K Hold
400
– – ﹤0.01% 346
2019
Q1 		$14K Hold
400
– – ﹤0.01% 338
2018
Q4 		$11K Hold
400
– – ﹤0.01% 304
2018
Q3 		$15K Buy
+400
New +$14.5K ﹤0.01% 279

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors's BX Position: Q1 2026 in Review

Heritage Wealth Advisors held its Blackstone (BX) position steady in Q1 2026 at 4,248 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #131.

Heritage Wealth Advisors first reported a position in BX in Q3 2018 and has held it in 31 quarters since. The position peaked at $809K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Heritage Wealth Advisors held 4,248 shares of Blackstone worth $488K as of Q1 2026.
  • Heritage Wealth Advisors left its Blackstone share count unchanged in Q1 2026.
  • Blackstone made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • Heritage Wealth Advisors first reported a position in Blackstone in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Blackstone position peaked at $809K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.