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Rothwell Investment Advisors, LLC’s Blackstone BX Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.5K Buy
+130
New +$17K 0.01% 692

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Blackstone (BX) in Q3 2026: 130 shares worth $14.5K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings.

1,246 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 130 shares of Blackstone worth $14.5K as of Q3 2026.
  • Blackstone was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Blackstone made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #692 holding.
  • 1,246 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.