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Sterling Investment Advisors (Pennsylvania)’s Blackstone BX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$5.45M Buy
46,319
+14,958
+48% +$1.8M 0.91% 30
2026
Q1 		$3.61M Buy
31,361
+11,937
+61% +$1.55M 0.65% 49
2025
Q4 		$2.99M Sell
19,424
-114
-0.6% -$17.3K 0.55% 57
2025
Q3 		$3.34M Buy
19,538
+1
+0% +$171 0.65% 50
2025
Q2 		$2.92M Buy
19,537
+1,408
+8% +$193K 0.64% 52
2025
Q1 		$2.53M Sell
18,129
-3,173
-15% -$515K 0.61% 52
2024
Q4 		$3.67M Sell
21,302
-1,434
-6% -$250K 0.89% 33
2024
Q3 		$3.48M Sell
22,736
-1,393
-6% -$193K 0.88% 34
2024
Q2 		$2.99M Buy
24,129
+901
+4% +$111K 0.81% 44
2024
Q1 		$3.05M Sell
23,228
-1,223
-5% -$153K 0.86% 40
2023
Q4 		$3.2M Sell
24,451
-712
-3% -$77K 1% 32
2023
Q3 		$2.7M Sell
25,163
-517
-2% -$53.8K 0.94% 35
2023
Q2 		$2.39M Sell
25,680
-1,547
-6% -$134K 0.79% 44
2023
Q1 		$2.39M Buy
27,227
+2,337
+9% +$206K 0.81% 43
2022
Q4 		$1.85M Sell
24,890
-654
-3% -$56.5K 0.66% 49
2022
Q3 		$2.14M Buy
25,544
+746
+3% +$72.2K 0.8% 46
2022
Q2 		$2.26M Buy
24,798
+2,072
+9% +$224K 0.78% 42
2022
Q1 		$2.88M Sell
22,726
-674
-3% -$82.2K 0.82% 35
2021
Q4 		$3.03M Sell
23,400
-482
-2% -$64.3K 0.85% 37
2021
Q3 		$2.78M Sell
23,882
-2,144
-8% -$249K 0.83% 36
2021
Q2 		$2.53M Sell
26,026
-90
-0.3% -$7.99K 0.74% 41
2021
Q1 		$1.95M Buy
26,116
+1,466
+6% +$101K 0.63% 52
2020
Q4 		$1.6M Sell
24,650
-5,702
-19% -$332K 0.54% 60
2020
Q3 		$1.58M Buy
30,352
+2,572
+9% +$138K 0.61% 54
2020
Q2 		$1.57M Buy
27,780
+2,543
+10% +$134K 0.65% 51
2020
Q1 		$1.15M Sell
25,237
-1,778
-7% -$98.3K 0.61% 50
2019
Q4 		$1.51M Sell
27,015
-2,470
-8% -$128K 0.69% 44
2019
Q3 		$1.44M Sell
29,485
-1,567
-5% -$76.4K 0.74% 44
2019
Q2 		$1.38M Sell
31,052
-2,070
-6% -$82.6K 0.71% 49
2019
Q1 		$1.16M Sell
33,122
-1,448
-4% -$48.3K 0.59% 57
2018
Q4 		$1.03M Buy
34,570
+2,538
+8% +$83.9K 0.61% 52
2018
Q3 		$1.22M Buy
32,032
+32
+0.1% +$1.16K 0.64% 49
2018
Q2 		$1.03M Buy
32,000
+3,000
+10% +$95.5K 0.61% 48
2018
Q1 		$927K Buy
29,000
+2,300
+9% +$78.4K 0.57% 53
2017
Q4 		$855K Buy
26,700
+600
+2% +$19.5K 0.53% 58
2017
Q3 		$871K Sell
26,100
-1,700
-6% -$55.9K 0.58% 53
2017
Q2 		$927K Buy
27,800
+5,334
+24% +$167K 0.62% 51
2017
Q1 		$667K Buy
22,466
+1,300
+6% +$39.1K 0.48% 59
2016
Q4 		$572K Buy
+21,166
New +$549K 0.46% 58

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Sterling Investment Advisors (Pennsylvania)'s BX Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Blackstone (BX) stake by 48% in Q2 2026, buying an estimated $1.8M and bringing the position to 46,319 shares worth $5.45M. The position accounts for 0.91% of the portfolio, ranked #30.

Sterling Investment Advisors (Pennsylvania) first reported a position in BX in Q4 2016 and has held it in 39 quarters since. 1,075 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 46,319 shares of Blackstone worth $5.45M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 14,958 Blackstone shares in Q2 2026, an estimated $1.8M.
  • Blackstone made up 0.91% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #30 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Blackstone in Q4 2016 and has held it in 39 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.