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 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 $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

Hudson Valley Investment Advisors's BX Position: Q1 2026 in Review

Hudson Valley Investment Advisors held its Blackstone (BX) position steady in Q1 2026 at 11,087 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #93.

Hudson Valley Investment Advisors first reported a position in BX in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.14M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Hudson Valley Investment Advisors held 11,087 shares of Blackstone worth $1.27M as of Q1 2026.
Hudson Valley Investment Advisors left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.17% of Hudson Valley Investment Advisors's portfolio in Q1 2026, its #93 holding.
Hudson Valley Investment Advisors first reported a position in Blackstone in Q1 2022 and has held it in 17 quarters since.
Hudson Valley Investment Advisors's Blackstone position peaked at $2.14M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.