YHB Investment Advisors’s Blackstone BX Stock Holding History

YHB Investment 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 Q2	$460K	Sell	3,910 -357	-8%	-$42.9K	0.03%	223
2026 Q1	$491K	Sell	4,267 -2,430	-36%	-$316K	0.04%	216
2025 Q4	$1.03M	Buy	6,697 +613	+10%	+$93.2K	0.07%	162
2025 Q3	$1.04M	Buy	6,084 +663	+12%	+$114K	0.08%	158
2025 Q2	$811K	Buy	5,421 +3,051	+129%	+$419K	0.06%	173
2025 Q1	$331K	Sell	2,370 -50	-2%	-$8.12K	0.03%	229
2024 Q4	$417K	Hold	2,420	–	–	0.03%	207
2024 Q3	$371K	Sell	2,420 -10	-0.4%	-$1.39K	0.03%	222
2024 Q2	$301K	Buy	2,430 +110	+5%	+$13.5K	0.03%	237
2024 Q1	$305K	Sell	2,320 -90	-4%	-$11.2K	0.03%	230
2023 Q4	$316K	Sell	2,410 -30	-1%	-$3.25K	0.03%	222
2023 Q3	$261K	Sell	2,440 -15	-0.6%	-$1.56K	0.02%	236
2023 Q2	$228K	Sell	2,455 -200	-8%	-$17.3K	0.02%	260
2023 Q1	$233K	Buy	+2,655	New	+$235K	0.02%	262

Other funds holding BX

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

YHB Investment Advisors's BX Position: Q2 2026 in Review

YHB Investment Advisors reduced its Blackstone (BX) stake by 8.4% in Q2 2026, selling an estimated $42.9K and leaving 3,910 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #223.

YHB Investment Advisors first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2025. 708 funds tracked by Wall St. Rank hold BX as of Q2 2026.

YHB Investment Advisors held 3,910 shares of Blackstone worth $460K as of Q2 2026.
YHB Investment Advisors sold 357 Blackstone shares in Q2 2026, an estimated $42.9K.
Blackstone made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #223 holding.
YHB Investment Advisors first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
YHB Investment Advisors's Blackstone position peaked at $1.04M in Q3 2025.
708 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.