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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
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% +$71.5K 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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Accurate Wealth Management's BX Position: Q2 2026 in Review

Accurate Wealth Management reduced its Blackstone (BX) stake by 5.6% in Q2 2026, selling an estimated $105K and leaving 14,616 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #134.

Accurate Wealth Management first reported a position in BX in Q2 2021 and has held it in 20 quarters since. 760 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Accurate Wealth Management held 14,616 shares of Blackstone worth $1.8M as of Q2 2026.
  • Accurate Wealth Management sold 872 Blackstone shares in Q2 2026, an estimated $105K.
  • Blackstone made up 0.17% of Accurate Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Accurate Wealth Management first reported a position in Blackstone in Q2 2021 and has held it in 20 quarters since.
  • 760 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.