Baker Tilly Wealth Management’s Blackstone BX Stock Holding History

Baker Tilly 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	$650K	Sell	5,800 -32	-0.5%	-$4.19K	0.13%	138
2026 Q2	$686K	Buy	5,832 +471	+9%	+$56.6K	0.15%	134
2026 Q1	$616K	Buy	+5,361	New	+$697K	0.15%	135
2024 Q2	–	Sell	-1,849	Closed	-$243K	–	299
2024 Q1	$243K	Sell	1,849 -12	-0.6%	-$1.5K	0.04%	382
2023 Q4	$244K	Sell	1,861 -908	-33%	-$98.2K	0.04%	417
2023 Q3	$297K	Sell	2,769 -8,177	-75%	-$851K	0.05%	369
2023 Q2	$1.02M	Sell	10,946 -623	-5%	-$53.8K	0.11%	194
2023 Q1	$1.02M	Buy	11,569 +1,673	+17%	+$148K	0.11%	195
2022 Q4	$734K	Sell	9,896 -7,386	-43%	-$638K	0.09%	246
2022 Q3	$1.45M	Sell	17,282 -757	-4%	-$73.3K	0.2%	108
2022 Q2	$1.65M	Sell	18,039 -1,689	-9%	-$182K	0.22%	100
2022 Q1	$2.5M	Buy	19,728 +5,925	+43%	+$723K	0.28%	77
2021 Q4	$1.79M	Sell	13,803 -1,564	-10%	-$209K	0.19%	104
2021 Q3	$1.79M	Buy	15,367 +1,607	+12%	+$186K	0.24%	82
2021 Q2	$1.34M	Buy	13,760 +651	+5%	+$57.8K	0.22%	101
2021 Q1	$977K	Buy	+13,109	New	+$905K	0.2%	122

Other funds holding BX

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Baker Tilly Wealth Management's BX Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Blackstone (BX) stake by 0.55% in Q3 2026, selling an estimated $4.19K and leaving 5,800 shares worth $650K. The position accounts for 0.13% of the portfolio, ranked #138.

Baker Tilly Wealth Management first reported a position in BX in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.5M in Q1 2022. 24 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Baker Tilly Wealth Management held 5,800 shares of Blackstone worth $650K as of Q3 2026.
Baker Tilly Wealth Management sold 32 Blackstone shares in Q3 2026, an estimated $4.19K.
Blackstone made up 0.13% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #138 holding.
Baker Tilly Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 16 quarters since.
Baker Tilly Wealth Management's Blackstone position peaked at $2.5M in Q1 2022.
24 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.