Richard C. Young & Co’s Blackstone BX Stock Holding History

Richard C. Young & Co’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	$274K	Sell	2,326 -512	-18%	-$61.5K	0.02%	92
2026 Q1	$326K	Buy	2,838 +26	+0.9%	+$3.38K	0.03%	86
2025 Q4	$433K	Buy	2,812 +20	+0.7%	+$3.04K	0.04%	78
2025 Q3	$477K	Sell	2,792 -693	-20%	-$119K	0.04%	77
2025 Q2	$521K	Buy	3,485 +15	+0.4%	+$2.06K	0.05%	73
2025 Q1	$485K	Buy	3,470 +30	+0.9%	+$4.87K	0.05%	75
2024 Q4	$593K	Buy	3,440 +18	+0.5%	+$3.14K	0.06%	73
2024 Q3	$524K	Buy	3,422 +18	+0.5%	+$2.5K	0.06%	69
2024 Q2	$421K	Buy	+3,404	New	+$419K	0.05%	70

Other funds holding BX

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Richard C. Young & Co's BX Position: Q2 2026 in Review

Richard C. Young & Co reduced its Blackstone (BX) stake by 18% in Q2 2026, selling an estimated $61.5K and leaving 2,326 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #92.

Richard C. Young & Co first reported a position in BX in Q2 2024 and has held it in 9 quarters since. The position peaked at $593K in Q4 2024. 850 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Richard C. Young & Co held 2,326 shares of Blackstone worth $274K as of Q2 2026.
Richard C. Young & Co sold 512 Blackstone shares in Q2 2026, an estimated $61.5K.
Blackstone made up 0.02% of Richard C. Young & Co's portfolio in Q2 2026, its #92 holding.
Richard C. Young & Co first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
Richard C. Young & Co's Blackstone position peaked at $593K in Q4 2024.
850 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.