Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

BXBX
27 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in BLACKSTONE INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 87,690 shares of BX (BLACKSTONE INC), worth $10.1M as of 2026-Q1. The position was decreased (-0.2% shares). BX represents 0.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$10.1M

Current Shares

87,690

Total Value Change

+$3.4M

Total Shares Change

-48,290

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
87,690
-0.2%
$10.1M0.1%$110.92
0
2025-Q4
Increased
87,892
+37.0%
$13.5M0.1%$153.00
37
2025-Q3
Increased
64,178
+295.8%
$11M0.1%$172.58
45
2025-Q2
Decreased
16,217
-0.8%
$2.4M0.0%$147.16
0
2025-Q1
Increased
16,346
+2.0%
$2.3M0.0%$133.56
27
2024-Q4
Decreased
16,020
-37.4%
$2.8M0.0%$164.98
0
2024-Q3
Decreased
25,587
-0.0%
$3.9M0.0%$147.81
0
2024-Q2
Decreased
25,594
-45.3%
$3.2M0.0%$117.42
0
2024-Q1
Decreased
46,789
-10.3%
$6.1M0.1%$123.76
0
2023-Q4
Decreased
52,133
-42.5%
$6.8M0.1%$122.40
0
2023-Q3
Decreased
90,617
-6.9%
$9.7M0.1%$99.30
0
2023-Q2
Decreased
97,291
-3.0%
$9M0.0%$83.87
0
2023-Q1
Decreased
100,356
-3.5%
$8.8M0.0%$78.50
0
2022-Q4
Increased
104,035
+4.8%
$7.7M0.0%$66.98
29
2022-Q3
Increased
99,261
+4.1%
$8.3M0.0%$75.52
29
2022-Q2
Increased
95,363
+4.0%
$8.7M0.0%$80.42
29
2022-Q1
Increased
91,685
+1.6%
$11.6M0.1%$110.98
28
2021-Q4
Decreased
90,227
-1.9%
$11.7M0.1%$110.88
0
2021-Q3
Decreased
91,948
-3.9%
$10.7M0.1%$101.81
0
2021-Q2
Decreased
95,638
-6.7%
$9.3M0.0%$84.20
0
2021-Q1
Decreased
102,490
-2.1%
$7.6M0.0%$62.61
0
2020-Q4
Decreased
104,684
-0.2%
$6.8M0.0%$53.82
0
2020-Q3
Decreased
104,870
-3.8%
$5.5M0.0%$43.43
0
2020-Q2
Decreased
109,015
-8.0%
$6.2M0.0%$45.48
0
2020-Q1
Decreased
118,548
-12.2%
$5.4M0.0%$36.30
0
2019-Q4
Decreased
134,945
-0.8%
$7.5M0.0%$44.14
0
2019-Q3
New
135,980
-
$6.6M0.0%$38.18
38

Other major holders of BX: VANGUARD GROUP INC

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