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 Q4	–	Sell	-74,800	Closed	-$540K	–	3700
2025 Q3	$540K	Buy	74,800 +9,900	+15%	+$1.7M	﹤0.01%	2558
2025 Q2	$101K	Sell	64,900 -36,400	-36%	-$5M	﹤0.01%	3467
2025 Q1	$977K	Buy	101,300 +95,800	+1,742%	+$15.5M	﹤0.01%	1975
2024 Q4	$55	Hold	5,500	–	–	﹤0.01%	3780
2024 Q3	$110	Buy	+5,500	New	+$763K	﹤0.01%	3717
2024 Q1	–	Sell	-30,000	Closed	-$57K	–	3654
2023 Q4	$57K	Buy	30,000 +29,366	+4,632%	+$3.18M	﹤0.01%	3281
2023 Q3	$73.5K	Buy	634 +12	+2%	+$1.25K	﹤0.01%	3169
2023 Q2	$151K	Sell	622 -31,878	-98%	-$2.75M	﹤0.01%	2963
2023 Q1	$41.3K	Buy	32,500 +31,815	+4,645%	+$2.81M	﹤0.01%	3068
2022 Q4	$1.29M	Buy	685 +91	+15%	+$7.86K	﹤0.01%	1530
2022 Q3	$1.09M	Sell	594 -64,706	-99%	-$6.27M	﹤0.01%	1559
2022 Q2	$524K	Buy	+65,300	New	+$7.05M	﹤0.01%	2023
2022 Q1	–	Sell	-350	Closed	-$2K	–	3432
2021 Q4	$2K	Sell	350 -34,650	-99%	-$4.62M	﹤0.01%	3231
2021 Q3	$55K	Buy	35,000 +25,000	+250%	+$2.9M	﹤0.01%	2929
2021 Q2	$3K	Buy	+10,000	New	+$888K	﹤0.01%	3047
2021 Q1	–	Sell	-100	Closed	-$2K	–	3068
2020 Q4	$2K	Sell	100 -9,900	-99%	-$576K	﹤0.01%	2559
2020 Q3	$23K	Sell	10,000 -2,000	-17%	-$107K	﹤0.01%	2361
2020 Q2	$44K	Hold	12,000	–	–	﹤0.01%	2203
2020 Q1	$158K	Buy	+12,000	New	+$664K	﹤0.01%	1850

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.