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Sanders Morris Harris’s Blackstone BX Stock Holding History

Sanders Morris Harris’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 		$14.3M Sell
121,948
-10,996
-8% -$1.32M 8.32% 4
2026
Q1 		$15.3M Buy
+132,944
New +$17.3M 2.42% 9
2025
Q4 		– Sell
-533,400
Closed -$91.1M – 71
2025
Q3 		$91.1M Buy
533,400
+13,965
+3% +$2.39M 12.02% 2
2025
Q2 		$77.7M Sell
519,435
-12,345
-2% -$1.7M 18.56% 2
2025
Q1 		$74.4M Buy
531,780
+22,021
+4% +$3.57M 11.49% 2
2024
Q4 		$88.7M Sell
509,759
-7,669
-1% -$1.34M 13.24% 2
2024
Q3 		$79.2M Sell
517,428
-17,398
-3% -$2.41M 13.14% 2
2024
Q2 		$66.2M Buy
534,826
+10,336
+2% +$1.27M 10.87% 2
2024
Q1 		$68.9M Buy
524,490
+507,530
+2,993% +$63.4M 12.65% 2
2023
Q4 		$2.08M Sell
16,960
-544,663
-97% -$58.9M 1.02% 25
2023
Q3 		$60.2M Sell
561,623
-18,258
-3% -$1.9M 12.36% 2
2023
Q2 		$53.9M Buy
579,881
+39,377
+7% +$3.4M 11.94% 2
2023
Q1 		$47.5M Sell
540,504
-24,075
-4% -$2.13M 16.59% 2
2022
Q4 		$41.9M Buy
564,579
+32,160
+6% +$2.78M 15.86% 1
2022
Q3 		$44.6M Buy
532,419
+113,314
+27% +$11M 10.93% 2
2022
Q2 		$38.3M Buy
419,105
+49,550
+13% +$5.35M 8.37% 2
2022
Q1 		$46.9M Sell
369,555
-825
-0.2% -$101K 9.14% 2
2021
Q4 		$47.9M Buy
370,380
+7,092
+2% +$946K 8.28% 2
2021
Q3 		$42.3M Buy
363,288
+4,608
+1% +$535K 7.69% 2
2021
Q2 		$34.9M Sell
358,680
-3,000
-0.8% -$266K 6.77% 2
2021
Q1 		$27M Sell
361,680
-6,940
-2% -$479K 5.7% 2
2020
Q4 		$23.9M Sell
368,620
-3,000
-0.8% -$175K 5.43% 2
2020
Q3 		$19.5M Buy
371,620
+36,280
+11% +$1.94M 5.29% 2
2020
Q2 		$19M Sell
335,340
-29,560
-8% -$1.56M 9.24% 2
2020
Q1 		$183K Buy
364,900
+333,400
+1,058% +$18.4M 0.18% 106
2019
Q4 		$1.76M Sell
31,500
-301,025
-91% -$15.6M 0.4% 68
2019
Q3 		$16.2M Buy
332,525
+16,450
+5% +$802K 3.91% 4
2019
Q2 		$14M Buy
316,075
+49,050
+18% +$1.96M 3.64% 5
2019
Q1 		$9.34M Buy
267,025
+3,850
+1% +$128K 4.54% 6
2018
Q4 		$7.84M Buy
263,175
+45,225
+21% +$1.49M 4.31% 6
2018
Q3 		$8.3M Buy
217,950
+10,535
+5% +$381K 3.89% 5
2018
Q2 		$6.67M Sell
207,415
-56,450
-21% -$1.8M 3.09% 7
2018
Q1 		$8.43M Buy
263,865
+41,620
+19% +$1.42M 3.53% 6
2017
Q4 		$7.12M Buy
222,245
+67,720
+44% +$2.2M 3.01% 9
2017
Q3 		$5.16M Sell
154,525
-58,825
-28% -$1.94M 2.2% 10
2017
Q2 		$7.12M Sell
213,350
-91,750
-30% -$2.88M 2.9% 10
2017
Q1 		$9.06M Buy
305,100
+161,230
+112% +$4.85M 3.31% 7
2016
Q4 		$2.83M Buy
143,870
+134
+0.1% +$3.48K 1.31% 14
2016
Q3 		$4.33M Buy
143,736
+36,044
+33% +$951K 1.31% 16
2016
Q2 		$2.64M Buy
107,692
+36,466
+51% +$970K 0.61% 36
2016
Q1 		$1.24M Buy
+71,226
New +$1.88M 0.21% 103

Other funds holding BX

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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sanders Morris Harris's BX Position: Q2 2026 in Review

Sanders Morris Harris reduced its Blackstone (BX) stake by 8.3% in Q2 2026, selling an estimated $1.32M and leaving 121,948 shares worth $14.3M. The position accounts for 8.32% of the portfolio, ranked #4.

Sanders Morris Harris first reported a position in BX in Q1 2016 and has held it in 41 quarters since. The position peaked at $91.1M in Q3 2025. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sanders Morris Harris held 121,948 shares of Blackstone worth $14.3M as of Q2 2026.
  • Sanders Morris Harris sold 10,996 Blackstone shares in Q2 2026, an estimated $1.32M.
  • Blackstone made up 8.32% of Sanders Morris Harris's portfolio in Q2 2026, its #4 holding.
  • Sanders Morris Harris first reported a position in Blackstone in Q1 2016 and has held it in 41 quarters since.
  • Sanders Morris Harris's Blackstone position peaked at $91.1M in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.