YHB Investment Advisors, Inc.

Position in BX — Blackstone Inc.

CIK 1469219 West Hartford, CT

Position in BX

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$490,662

-$541,613 QoQ

Shares Held

4,267

-36.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

YHB Investment Advisors, Inc. holds $6,266,499 across 6 Asset Management names. BX ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,225	$3,101,514
2	APO	Apollo Global Management, Inc.	12,357	$1,376,816
3	NMZ	Nuveen Municipal High Income Opportunity Fund	53,055	$550,710
4	CEF	Sprott Physical Gold & Silver Trust	11,105	$529,930
5	BX	Blackstone Inc. This page	4,267	$490,662
6	AMP	Ameriprise Financial Inc	488	$216,867

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$490,662	4,267	-36.3%	Shares	Sole	2026-04-13
2025-12-31	$1,032,275	6,697	+10.1%	Shares	Sole	2026-01-16
2025-09-30	$1,039,451	6,084	+12.2%	Shares	Sole	2025-10-08
2025-06-30	$810,873	5,421	+128.7%	Shares	Sole	2025-07-10
2025-03-31	$331,278	2,370	-2.1%	Shares	Sole	2025-04-23
2024-12-31	$417,256	2,420	0.0%	Shares	Sole	2025-01-22
2024-09-30	$370,574	2,420	-0.4%	Shares	Sole	2024-10-22
2024-06-30	$300,834	2,430	+4.7%	Shares	Sole	2024-08-01
2024-03-31	$304,778	2,320	-3.7%	Shares	Sole	2024-08-15
2023-12-31	$315,517	2,410	-1.2%	Shares	Sole	2024-01-29
2023-09-30	$261,421	2,440	-0.6%	Shares	Sole	2023-10-23
2023-06-30	$228,241	2,455	-7.5%	Shares	Sole	2023-08-10
2023-03-31	$233,215	2,655	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.