HighTower Advisors’s Blackstone BX Stock Holding History

HighTower 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
2025 Q2	–	Sell	-400	Closed	-$366	–	3784
2025 Q1	$366	Buy	+400	New	+$64.9K	﹤0.01%	3687
2024 Q3	–	Sell	-400	Closed	-$2.48K	–	3768
2024 Q2	$2.48K	Buy	+400	New	+$49.2K	﹤0.01%	3521
2017 Q2	–	Sell	-10,200	Closed	-$5K	–	2232
2017 Q1	$5K	Buy	+10,200	New	+$307K	﹤0.01%	2036
2014 Q3	–	Sell	-88,959	Closed	-$137K	–	1547
2014 Q2	$137K	Sell	88,959 -166,606	-65%	-$5.14M	﹤0.01%	1454
2014 Q1	$594K	Sell	255,565 -306	-0.1%	-$9.76K	0.01%	920
2013 Q4	$477K	Buy	255,871 +20,074	+9%	+$547K	0.01%	986
2013 Q3	$308K	Buy	+235,797	New	+$5.25M	0.01%	1018

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's BX Position: Q1 2026 in Review

HighTower Advisors increased its Blackstone (BX) stake by 41% in Q1 2026, buying an estimated $89.9M and bringing the position to 2,383,661 shares worth $274M. The position accounts for 0.29% of the portfolio, ranked #65.

HighTower Advisors first reported a position in BX in Q2 2013 and has held it in 50 quarters since. The position peaked at $295M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

HighTower Advisors held 2,383,661 shares of Blackstone worth $274M as of Q1 2026.
HighTower Advisors bought 690,810 Blackstone shares in Q1 2026, an estimated $89.9M.
Blackstone made up 0.29% of HighTower Advisors's portfolio in Q1 2026, its #65 holding.
HighTower Advisors first reported a position in Blackstone in Q2 2013 and has held it in 50 quarters since.
HighTower Advisors's Blackstone position peaked at $295M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.