Hudson Valley Investment Advisors’s Blackstone BX Stock Holding History

Hudson Valley Investment 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	$1.31M	Buy	11,104 +17	+0.2%	+$2.04K	0.16%	91
2026 Q1	$1.27M	Hold	11,087	–	–	0.17%	93
2025 Q4	$1.71M	Sell	11,087 -1,348	-11%	-$205K	0.19%	89
2025 Q3	$2.12M	Buy	12,435 +9	+0.1%	+$1.54K	0.22%	86
2025 Q2	$1.86M	Hold	12,426	–	–	0.2%	86
2025 Q1	$1.74M	Hold	12,426	–	–	0.21%	82
2024 Q4	$2.14M	Hold	12,426	–	–	0.24%	77
2024 Q3	$1.9M	Sell	12,426 -723	-5%	-$100K	0.21%	80
2024 Q2	$1.61M	Buy	13,149 +300	+2%	+$36.9K	0.21%	86
2024 Q1	$1.69M	Sell	12,849 -300	-2%	-$37.5K	0.2%	84
2023 Q4	$1.61M	Buy	13,149 +600	+5%	+$64.9K	0.22%	86
2023 Q3	$1.34M	Buy	12,549 +908	+8%	+$94.5K	0.19%	90
2023 Q2	$1.08M	Sell	11,641 -391	-3%	-$33.8K	0.15%	108
2023 Q1	$1.06M	Sell	12,032 -823	-6%	-$72.7K	0.15%	115
2022 Q4	$954K	Sell	12,855 -959	-7%	-$82.8K	0.14%	114
2022 Q3	$1.16M	Buy	13,814 +10,218	+284%	+$990K	0.19%	104
2022 Q2	$328K	Hold	3,596	–	–	0.05%	168
2022 Q1	$456K	Buy	+3,596	New	+$439K	0.06%	153

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hudson Valley Investment Advisors's BX Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its Blackstone (BX) stake by 0.15% in Q2 2026, buying an estimated $2.04K and bringing the position to 11,104 shares worth $1.31M. The position accounts for 0.16% of the portfolio, ranked #91.

Hudson Valley Investment Advisors first reported a position in BX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.14M in Q4 2024. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Hudson Valley Investment Advisors held 11,104 shares of Blackstone worth $1.31M as of Q2 2026.
Hudson Valley Investment Advisors bought 17 Blackstone shares in Q2 2026, an estimated $2.04K.
Blackstone made up 0.16% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #91 holding.
Hudson Valley Investment Advisors first reported a position in Blackstone in Q1 2022 and has held it in 18 quarters since.
Hudson Valley Investment Advisors's Blackstone position peaked at $2.14M in Q4 2024.
2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.