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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

BX holding history

Blackstone Inc. in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
2,679
Value
$315.3K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of BX by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,679$315.3K<0.1%−1,117−29.4%ReducedHolders
Q1 20263,796$436.6K<0.1%−2,714−41.7%ReducedHolders
Q4 20256,510$1.00M0.1%−197−2.9%ReducedHolders
Q3 20256,707$1.12M0.1%+776+13.1%AddedHolders
Q2 20255,931$887.3K0.1%+1,502+33.9%AddedHolders
Q1 20254,429$619.2K0.1%+1,443+48.3%AddedHolders
Q4 20242,986$514.9K0.1%+25+0.8%AddedHolders
Q3 20242,961$453.5K0.1%−1,438−32.7%ReducedHolders
Q2 20244,399$544.7K0.1%+477+12.2%AddedHolders
Q1 20243,922$515.3K0.1%+2,135+119.5%AddedHolders
Q4 20231,787$234.0K<0.1%+1,787NewHolders
Q2 20220$00.0%−2,929−100.0%Sold outHolders
Q1 20222,929$372.0K0.1%−328−10.1%ReducedHolders
Q4 20213,257$421.0K0.1%+14+0.4%AddedHolders
Q3 20213,243$377.0K0.1%+12+0.4%AddedHolders
Q2 20213,231$314.0K0.1%+17+0.5%AddedHolders
Q1 20213,214$240.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.