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Herold Advisors’s Blackstone BX Stock Holding History

Herold 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 		$810K Buy
6,876
+261
+4% +$31.4K 0.16% 141
2026
Q1 		$761K Sell
6,615
-39
-0.6% -$5.07K 0.17% 132
2025
Q4 		$1.03M Buy
6,654
+1,042
+19% +$158K 0.23% 107
2025
Q3 		$959K Buy
5,612
+503
+10% +$86.2K 0.22% 111
2025
Q2 		$764K Sell
5,109
-1,360
-21% -$187K 0.16% 142
2025
Q1 		$904K Sell
6,469
-278
-4% -$45.1K 0.2% 125
2024
Q4 		$1.16M Sell
6,747
-216
-3% -$37.6K 0.25% 107
2024
Q3 		$1.07M Buy
6,963
+5
+0.1% +$694 0.23% 121
2024
Q2 		$861K Buy
6,958
+6
+0.1% +$738 0.2% 136
2024
Q1 		$913K Sell
6,952
-372
-5% -$46.5K 0.22% 132
2023
Q4 		$959K Sell
7,324
-374
-5% -$40.5K 0.27% 111
2023
Q3 		$825K Sell
7,698
-144
-2% -$15K 0.25% 119
2023
Q2 		$729K Buy
7,842
+156
+2% +$13.5K 0.22% 120
2023
Q1 		$675K Buy
7,686
+5
+0.1% +$442 0.23% 107
2022
Q4 		$570K Buy
7,681
+2,006
+35% +$173K 0.24% 104
2022
Q3 		$475K Sell
5,675
-193
-3% -$18.7K 0.23% 108
2022
Q2 		$535K Buy
5,868
+357
+6% +$38.6K 0.24% 111
2022
Q1 		$700K Buy
5,511
+786
+17% +$95.9K 0.25% 102
2021
Q4 		$611K Hold
4,725
– – 0.24% 113
2021
Q3 		$549K Buy
+4,725
New +$548K 0.21% 117

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

Herold Advisors's BX Position: Q2 2026 in Review

Herold Advisors increased its Blackstone (BX) stake by 3.9% in Q2 2026, buying an estimated $31.4K and bringing the position to 6,876 shares worth $810K. The position accounts for 0.16% of the portfolio, ranked #141.

Herold Advisors first reported a position in BX in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.16M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Herold Advisors held 6,876 shares of Blackstone worth $810K as of Q2 2026.
  • Herold Advisors bought 261 Blackstone shares in Q2 2026, an estimated $31.4K.
  • Blackstone made up 0.16% of Herold Advisors's portfolio in Q2 2026, its #141 holding.
  • Herold Advisors first reported a position in Blackstone in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Blackstone position peaked at $1.16M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.