St. Clair Advisors’s Blackstone BX Stock Holding History

St. Clair 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 Q3	$2.15M	Hold	19,190	–	–	0.53%	33
2026 Q2	$2.26M	Hold	19,190	–	–	0.58%	32
2026 Q1	$2.21M	Sell	19,190 -869	-4%	-$113K	0.59%	33
2025 Q4	$3.09M	Buy	20,059 +75	+0.4%	+$11.4K	0.8%	26
2025 Q3	$3.41M	Buy	19,984 +75	+0.4%	+$12.8K	0.91%	21
2025 Q2	$2.98M	Buy	19,909 +50	+0.3%	+$6.87K	0.78%	26
2025 Q1	$2.78M	Buy	19,859 +20	+0.1%	+$3.25K	0.78%	23
2024 Q4	$3.42M	Hold	19,839	–	–	0.98%	21
2024 Q3	$3.04M	Hold	19,839	–	–	0.86%	22
2024 Q2	$2.46M	Hold	19,839	–	–	0.78%	23
2024 Q1	$2.61M	Hold	19,839	–	–	0.85%	22
2023 Q4	$2.6M	Buy	19,839 +11,335	+133%	+$1.23M	0.9%	22
2023 Q3	$911K	Buy	8,504 +1,000	+13%	+$104K	0.36%	39
2023 Q2	$698K	Buy	7,504 +554	+8%	+$47.9K	0.27%	48
2023 Q1	$610K	Buy	+6,950	New	+$614K	0.27%	50

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

St. Clair Advisors's BX Position: Q3 2026 in Review

St. Clair Advisors held its Blackstone (BX) position steady in Q3 2026 at 19,190 shares worth $2.15M. The position accounts for 0.53% of the portfolio, ranked #33.

St. Clair Advisors first reported a position in BX in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.42M in Q4 2024. 599 funds tracked by Wall St. Rank hold BX as of Q3 2026.

St. Clair Advisors held 19,190 shares of Blackstone worth $2.15M as of Q3 2026.
St. Clair Advisors left its Blackstone share count unchanged in Q3 2026.
Blackstone made up 0.53% of St. Clair Advisors's portfolio in Q3 2026, its #33 holding.
St. Clair Advisors first reported a position in Blackstone in Q1 2023 and has held it in 15 quarters since.
St. Clair Advisors's Blackstone position peaked at $3.42M in Q4 2024.
599 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.