YHB Investment Advisors, Inc.

Position in BX — Blackstone Inc.

CIK 1469219 West Hartford, CT

Position in BX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$460,089

-$30,573 QoQ

Shares Held

3,910

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,374

of 2,112 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $6,743,441 across 7 Asset Management names. BX ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,223	$3,099,107
2	APO	Apollo Global Management, Inc.	12,187	$1,441,843
3	NMZ	Nuveen Municipal High Income Opportunity Fund	82,213	$868,991
4	BX	Blackstone Inc. This page	3,910	$460,089
5	CEF	Sprott Physical Gold & Silver Trust	11,105	$446,754
6	AMP	Ameriprise Financial Inc	478	$219,287
7	TROW	Price T Rowe Group Inc	1,824	$207,370

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$460,089	3,910	-8.4%	Shares	Sole	2026-07-14
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.