Accurate Wealth Management
BX icon

Accurate Wealth Management’s Blackstone BX Stock Holding History

Accurate Wealth Management’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 		$1.57M Sell
14,205
-411
-3% -$53.8K 0.14% 165
2026
Q2 		$1.8M Sell
14,616
-872
-6% -$105K 0.17% 134
2026
Q1 		$1.78M Buy
15,488
+9,229
+147% +$1.2M 0.21% 103
2025
Q4 		$986K Sell
6,259
-36
-0.6% -$5.47K 0.13% 179
2025
Q3 		$1.03M Sell
6,295
-747
-11% -$128K 0.14% 159
2025
Q2 		$1.16M Buy
7,042
+520
+8% +$71.4K 0.18% 132
2025
Q1 		$830K Buy
6,522
+33
+0.5% +$5.36K 0.16% 135
2024
Q4 		$1.07M Buy
6,489
+1,478
+29% +$258K 0.21% 114
2024
Q3 		$783K Sell
5,011
-52
-1% -$7.21K 0.16% 140
2024
Q2 		$670K Buy
5,063
+125
+3% +$15.4K 0.16% 135
2024
Q1 		$585K Buy
4,938
+413
+9% +$51.6K 0.17% 132
2023
Q4 		$543K Buy
4,525
+28
+0.6% +$3.03K 0.17% 125
2023
Q3 		$474K Buy
4,497
+179
+4% +$18.6K 0.15% 144
2023
Q2 		$449K Sell
4,318
-305
-7% -$26.3K 0.14% 147
2023
Q1 		$377K Buy
4,623
+151
+3% +$13.3K 0.13% 165
2022
Q4 		$360K Buy
+4,472
New +$386K 0.13% 137
2022
Q3 		– Sell
-2,810
Closed -$260K – 189
2022
Q2 		$260K Sell
2,810
-455
-14% -$49.1K 0.14% 121
2022
Q1 		$414K Buy
3,265
+650
+25% +$79.3K 0.19% 102
2021
Q4 		$335K Hold
2,615
– – 0.27% 99
2021
Q3 		$306K Sell
2,615
-100
-4% -$11.6K 0.27% 105
2021
Q2 		$264K Buy
+2,715
New +$241K 0.23% 107

Other funds holding BX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Accurate Wealth Management's BX Position: Q3 2026 in Review

Accurate Wealth Management reduced its Blackstone (BX) stake by 2.8% in Q3 2026, selling an estimated $53.8K and leaving 14,205 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #165.

Accurate Wealth Management first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.8M in Q2 2026. 1,461 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Accurate Wealth Management held 14,205 shares of Blackstone worth $1.57M as of Q3 2026.
  • Accurate Wealth Management sold 411 Blackstone shares in Q3 2026, an estimated $53.8K.
  • Blackstone made up 0.14% of Accurate Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Accurate Wealth Management first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Blackstone position peaked at $1.8M in Q2 2026.
  • 1,461 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.