Position in BX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,876
+$6,170 QoQ
Shares Held
2,302
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,645
of 2,112 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HEADINVEST, LLC holds $567,998 across 2 Asset Management names. BX ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
309 | $297,122 | |
| 2 | BX |
Blackstone Inc.
This page
|
2,302 | $270,876 |
All Filings in BX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,876 | 2,302 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $264,706 | 2,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $709,660 | 4,604 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||