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Gradient Capital Advisors, LLC

Position in BX — Blackstone Inc.

CIK 1727917 SAN DIEGO, CA

Position in BX

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$516,571
+$11,765 QoQ
Shares Held
4,390
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#480
of 840 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Gradient Capital Advisors, LLC holds $1,251,401 across 3 Asset Management names. BX ranks #1 (41.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
This page
4,390 $516,571

All Filings in BX

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $516,571 4,390
2026-03-31 $504,806 4,390
2025-12-31 $676,674 4,390
2025-09-30 $750,031 4,390
2025-06-30 $655,609 4,383
2025-03-31 $612,655 4,383
2024-12-31 $755,716 4,383
2024-09-30 $687,094 4,487
2024-06-30 $555,490 4,487
2024-03-31 $589,457 4,487
2023-12-31 $587,438 4,487
2023-09-30 $480,737 4,487
2023-06-30 $417,156 4,487
2023-03-31 $394,138 4,487
2022-12-31 $332,890 4,487
2022-09-30 $375,561 4,487