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Alteri Wealth’s Blackstone BX Stock Holding History

Alteri Wealth’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 		$858K Sell
7,288
-39
-0.5% -$4.69K 0.24% 100
2026
Q1 		$843K Sell
7,327
-194
-3% -$25.2K 0.27% 90
2025
Q4 		$1.16M Buy
7,521
+12
+0.2% +$1.82K 0.38% 61
2025
Q3 		$1.28M Buy
7,509
+12
+0.2% +$2.06K 0.44% 50
2025
Q2 		$1.12M Buy
7,497
+58
+0.8% +$7.97K 0.44% 48
2025
Q1 		$1.04M Sell
7,439
-40
-0.5% -$6.49K 0.46% 54
2024
Q4 		$1.29M Buy
+7,479
New +$1.3M 0.36% 39

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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

Alteri Wealth's BX Position: Q2 2026 in Review

Alteri Wealth reduced its Blackstone (BX) stake by 0.53% in Q2 2026, selling an estimated $4.69K and leaving 7,288 shares worth $858K. The position accounts for 0.24% of the portfolio, ranked #100.

Alteri Wealth first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2024. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Alteri Wealth held 7,288 shares of Blackstone worth $858K as of Q2 2026.
  • Alteri Wealth sold 39 Blackstone shares in Q2 2026, an estimated $4.69K.
  • Blackstone made up 0.24% of Alteri Wealth's portfolio in Q2 2026, its #100 holding.
  • Alteri Wealth first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Blackstone position peaked at $1.29M in Q4 2024.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.