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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
Q3 		$284K Sell
2,530
-1,380
-35% -$181K 0.02% 280
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

YHB Investment Advisors's BX Position: Q3 2026 in Review

YHB Investment Advisors reduced its Blackstone (BX) stake by 35% in Q3 2026, selling an estimated $181K and leaving 2,530 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #280.

YHB Investment Advisors first reported a position in BX in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2025. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • YHB Investment Advisors held 2,530 shares of Blackstone worth $284K as of Q3 2026.
  • YHB Investment Advisors sold 1,380 Blackstone shares in Q3 2026, an estimated $181K.
  • Blackstone made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #280 holding.
  • YHB Investment Advisors first reported a position in Blackstone in Q1 2023 and has held it in 15 quarters since.
  • YHB Investment Advisors's Blackstone position peaked at $1.04M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.