Altus Wealth Group
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Altus Wealth Group’s Blackstone BX Stock Holding History

Altus Wealth Group’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 		$1.45M Sell
12,957
-2,420
-16% -$317K 0.55% 31
2026
Q2 		$1.81M Sell
15,377
-1,902
-11% -$229K 0.65% 26
2026
Q1 		$1.99M Sell
17,279
-1,679
-9% -$218K 0.81% 27
2025
Q4 		$2.92M Buy
18,958
+3,320
+21% +$505K 1.17% 17
2025
Q3 		$2.67M Buy
15,638
+196
+1% +$33.6K 1.1% 17
2025
Q2 		$2.31M Sell
15,442
-615
-4% -$84.5K 1.02% 21
2025
Q1 		$2.24M Buy
16,057
+4,576
+40% +$743K 1.05% 19
2024
Q4 		$1.98M Buy
11,481
+50
+0.4% +$8.71K 0.88% 29
2024
Q3 		$1.75M Buy
11,431
+2,200
+24% +$305K 0.75% 34
2024
Q2 		$1.14M Sell
9,231
-301
-3% -$37K 0.57% 41
2024
Q1 		$1.25M Buy
9,532
+3,955
+71% +$494K 0.63% 43
2023
Q4 		$730K Buy
+5,577
New +$603K 0.4% 62
2021
Q1 		– Sell
-692
Closed -$45K – 252
2020
Q4 		$45K Buy
+692
New +$40.3K 0.04% 233

Other funds holding BX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Altus Wealth Group's BX Position: Q3 2026 in Review

Altus Wealth Group reduced its Blackstone (BX) stake by 16% in Q3 2026, selling an estimated $317K and leaving 12,957 shares worth $1.45M. The position accounts for 0.55% of the portfolio, ranked #31.

Altus Wealth Group first reported a position in BX in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.92M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Altus Wealth Group held 12,957 shares of Blackstone worth $1.45M as of Q3 2026.
  • Altus Wealth Group sold 2,420 Blackstone shares in Q3 2026, an estimated $317K.
  • Blackstone made up 0.55% of Altus Wealth Group's portfolio in Q3 2026, its #31 holding.
  • Altus Wealth Group first reported a position in Blackstone in Q4 2020 and has held it in 13 quarters since.
  • Altus Wealth Group's Blackstone position peaked at $2.92M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

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