Atwood & Palmer’s Blackstone BX Stock Holding History

Atwood & Palmer’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	$378K	Buy	3,209 +29	+0.9%	+$3.48K	0.02%	130
2026 Q1	$366K	Buy	3,180 +35	+1%	+$4.55K	0.02%	127
2025 Q4	$485K	Buy	3,145 +27	+0.9%	+$4.1K	0.03%	117
2025 Q3	$533K	Buy	3,118 +18	+0.6%	+$3.08K	0.03%	113
2025 Q2	$464K	Buy	3,100 +3,000	+3,000%	+$412K	0.03%	118
2025 Q1	$14K	Hold	100	–	–	﹤0.01%	312
2024 Q4	$17.2K	Hold	100	–	–	﹤0.01%	301
2024 Q3	$15.3K	Hold	100	–	–	﹤0.01%	306
2024 Q2	$12.4K	Hold	100	–	–	﹤0.01%	328
2024 Q1	$13.1K	Hold	100	–	–	﹤0.01%	296
2023 Q4	$13.1K	Hold	100	–	–	﹤0.01%	303
2023 Q3	$10.7K	Buy	+100	New	+$10.4K	﹤0.01%	303
2023 Q1	–	Sell	-1,000	Closed	-$74.2K	–	372
2022 Q4	$74.2K	Hold	1,000	–	–	0.01%	190
2022 Q3	$84K	Hold	1,000	–	–	0.01%	177
2022 Q2	$91K	Hold	1,000	–	–	0.01%	172
2022 Q1	$127K	Hold	1,000	–	–	0.01%	159
2021 Q4	$129K	Buy	+1,000	New	+$133K	0.01%	166
2019 Q2	–	Sell	-115	Closed	-$4K	–	302
2019 Q1	$4K	Hold	115	–	–	﹤0.01%	295
2018 Q4	$3K	Buy	+115	New	+$3.8K	﹤0.01%	294

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return