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Jackson Grant Investment Advisers’s Blackstone BX Stock Holding History

Jackson Grant Investment Advisers’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 		$13.7K Buy
117
+2
+2% +$240 ﹤0.01% 282
2026
Q1 		$13.3K Buy
115
+1
+0.9% +$130 ﹤0.01% 281
2025
Q4 		$17.6K Buy
114
+1
+0.9% +$152 0.01% 261
2025
Q3 		$19.3K Buy
113
+1
+0.9% +$171 0.01% 255
2025
Q2 		$16.8K Hold
112
– – 0.01% 243
2025
Q1 		$15.6K Buy
112
+1
+0.9% +$162 0.01% 238
2024
Q4 		$19.1K Buy
111
+1
+0.9% +$174 0.01% 229
2024
Q3 		$16.9K Hold
110
– – 0.01% 242
2024
Q2 		$13.6K Buy
110
+1
+0.9% +$123 0.01% 251
2024
Q1 		$14.3K Buy
109
+1
+0.9% +$125 0.01% 242
2023
Q4 		$14.1K Buy
108
+1
+0.9% +$108 0.01% 240
2023
Q3 		$11.5K Buy
107
+1
+0.9% +$104 0.01% 250
2023
Q2 		$9.88K Buy
106
+1
+1% +$86 ﹤0.01% 257
2023
Q1 		$9.24K Buy
105
+1
+1% +$88 ﹤0.01% 294
2022
Q4 		$7.73K Sell
104
-38
-27% -$3.28K ﹤0.01% 298
2022
Q3 		$12K Buy
142
+2
+1% +$194 0.01% 291
2022
Q2 		$13K Hold
140
– – 0.01% 298
2022
Q1 		$18K Hold
140
– – 0.01% 293
2021
Q4 		$18K Hold
140
– – 0.01% 243
2021
Q3 		$16K Hold
140
– – 0.01% 305
2021
Q2 		$14K Hold
140
– – 0.01% 326
2021
Q1 		$10K Sell
140
-13
-8% -$897 ﹤0.01% 339
2020
Q4 		$10K Buy
+153
New +$8.91K 0.01% 310
2017
Q2 		– Sell
-500
Closed -$15K – 184
2017
Q1 		$15K Buy
+500
New +$15K 0.01% 158

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Jackson Grant Investment Advisers's BX Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Blackstone (BX) stake by 1.7% in Q2 2026, buying an estimated $240 and bringing the position to 117 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Jackson Grant Investment Advisers first reported a position in BX in Q1 2017 and has held it in 24 quarters since. The position peaked at $19.3K in Q3 2025. 960 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Jackson Grant Investment Advisers held 117 shares of Blackstone worth $13.7K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 2 Blackstone shares in Q2 2026, an estimated $240.
  • Blackstone made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #282 holding.
  • Jackson Grant Investment Advisers first reported a position in Blackstone in Q1 2017 and has held it in 24 quarters since.
  • Jackson Grant Investment Advisers's Blackstone position peaked at $19.3K in Q3 2025.
  • 960 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.