Herold Advisors
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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
Q3 		$678K Sell
6,052
-824
-12% -$108K 0.13% 154
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

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Herold Advisors's BX Position: Q3 2026 in Review

Herold Advisors reduced its Blackstone (BX) stake by 12% in Q3 2026, selling an estimated $108K and leaving 6,052 shares worth $678K. The position accounts for 0.13% of the portfolio, ranked #154.

Herold Advisors first reported a position in BX in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2024. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Herold Advisors held 6,052 shares of Blackstone worth $678K as of Q3 2026.
  • Herold Advisors sold 824 Blackstone shares in Q3 2026, an estimated $108K.
  • Blackstone made up 0.13% of Herold Advisors's portfolio in Q3 2026, its #154 holding.
  • Herold Advisors first reported a position in Blackstone in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Blackstone position peaked at $1.16M in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.