Marble Harbor Investment Counsel’s Blackstone BX Stock Holding History

Marble Harbor Investment Counsel’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	$329K	Hold	2,800	–	–	0.03%	157
2026 Q1	$322K	Hold	2,800	–	–	0.03%	152
2025 Q4	$432K	Sell	2,800 -200	-7%	-$30.4K	0.05%	135
2025 Q3	$513K	Hold	3,000	–	–	0.05%	122
2025 Q2	$449K	Hold	3,000	–	–	0.05%	137
2025 Q1	$419K	Hold	3,000	–	–	0.05%	140
2024 Q4	$517K	Sell	3,000 -100	-3%	-$17.4K	0.06%	131
2024 Q3	$475K	Hold	3,100	–	–	0.05%	142
2024 Q2	$384K	Hold	3,100	–	–	0.05%	149
2024 Q1	$407K	Hold	3,100	–	–	0.05%	147
2023 Q4	$406K	Sell	3,100 -100	-3%	-$10.8K	0.05%	141
2023 Q3	$343K	Sell	3,200 -100	-3%	-$10.4K	0.05%	146
2023 Q2	$307K	Sell	3,300 -800	-20%	-$69.1K	0.04%	158
2023 Q1	$360K	Hold	4,100	–	–	0.05%	141
2022 Q4	$304K	Hold	4,100	–	–	0.04%	154
2022 Q3	$343K	Sell	4,100 -100	-2%	-$9.69K	0.05%	135
2022 Q2	$383K	Hold	4,200	–	–	0.06%	137
2022 Q1	$533K	Hold	4,200	–	–	0.07%	122
2021 Q4	$543K	Hold	4,200	–	–	0.06%	120
2021 Q3	$489K	Sell	4,200 -300	-7%	-$34.8K	0.07%	123
2021 Q2	$437K	Hold	4,500	–	–	0.06%	135
2021 Q1	$335K	Hold	4,500	–	–	0.05%	147
2020 Q4	$292K	Hold	4,500	–	–	0.04%	146
2020 Q3	$235K	Sell	4,500 -1,100	-20%	-$58.9K	0.04%	151
2020 Q2	$317K	Hold	5,600	–	–	0.06%	129
2020 Q1	$255K	Sell	5,600 -500	-8%	-$27.7K	0.05%	124
2019 Q4	$341K	Buy	+6,100	New	+$316K	0.05%	131

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

Marble Harbor Investment Counsel's BX Position: Q2 2026 in Review

Marble Harbor Investment Counsel held its Blackstone (BX) position steady in Q2 2026 at 2,800 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #157.

Marble Harbor Investment Counsel first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $543K in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Marble Harbor Investment Counsel held 2,800 shares of Blackstone worth $329K as of Q2 2026.
Marble Harbor Investment Counsel left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.03% of Marble Harbor Investment Counsel's portfolio in Q2 2026, its #157 holding.
Marble Harbor Investment Counsel first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
Marble Harbor Investment Counsel's Blackstone position peaked at $543K in Q4 2021.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.