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HHM Wealth Advisors’s Blackstone BX Stock Holding History

HHM 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 		$495K Sell
4,207
-35
-0.8% -$4.21K 0.05% 130
2026
Q1 		$488K Sell
4,242
-114
-3% -$14.8K 0.06% 118
2025
Q4 		$671K Hold
4,356
– – 0.08% 94
2025
Q3 		$744K Sell
4,356
-177
-4% -$30.3K 0.09% 85
2025
Q2 		$678K Sell
4,533
-52
-1% -$7.14K 0.08% 90
2025
Q1 		$641K Sell
4,585
-50
-1% -$8.12K 0.09% 85
2024
Q4 		$799K Sell
4,635
-668
-13% -$116K 0.11% 72
2024
Q3 		$812K Sell
5,303
-1,800
-25% -$250K 0.12% 68
2024
Q2 		$879K Buy
7,103
+5,800
+445% +$714K 0.13% 64
2024
Q1 		$171K Hold
1,303
– – 0.03% 162
2023
Q4 		$171K Hold
1,303
– – 0.03% 155
2023
Q3 		$140K Hold
1,303
– – 0.03% 162
2023
Q2 		$121K Sell
1,303
-23
-2% -$1.99K 0.02% 188
2023
Q1 		$116K Buy
1,326
+1,303
+5,665% +$115K 0.02% 184
2022
Q4 		$1.71K Buy
+23
New +$1.99K ﹤0.01% 619
2022
Q3 		– Sell
-1,350
Closed -$123K – 666
2022
Q2 		$123K Sell
1,350
-586
-30% -$63.3K 0.03% 175
2022
Q1 		$246K Buy
1,936
+536
+38% +$65.4K 0.06% 129
2021
Q4 		$181K Hold
1,400
– – 0.04% 147
2021
Q3 		$163K Hold
1,400
– – 0.04% 153
2021
Q2 		$136K Hold
1,400
– – 0.04% 175
2021
Q1 		$104K Hold
1,400
– – 0.03% 180
2020
Q4 		$91K Hold
1,400
– – 0.03% 184
2020
Q3 		$73K Hold
1,400
– – 0.03% 187
2020
Q2 		$79K Hold
1,400
– – 0.03% 175
2020
Q1 		$64K Buy
+1,400
New +$77.4K 0.03% 178

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Blackstone (BX) stake by 0.83% in Q2 2026, selling an estimated $4.21K and leaving 4,207 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #130.

HHM Wealth Advisors first reported a position in BX in Q1 2020 and has held it in 25 quarters since. The position peaked at $879K in Q2 2024. 653 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • HHM Wealth Advisors held 4,207 shares of Blackstone worth $495K as of Q2 2026.
  • HHM Wealth Advisors sold 35 Blackstone shares in Q2 2026, an estimated $4.21K.
  • Blackstone made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • HHM Wealth Advisors first reported a position in Blackstone in Q1 2020 and has held it in 25 quarters since.
  • HHM Wealth Advisors's Blackstone position peaked at $879K in Q2 2024.
  • 653 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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