Bernardo Wealth Planning
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Bernardo Wealth Planning’s Blackstone BX Stock Holding History

Bernardo Wealth Planning’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 		$779K Buy
6,950
+3,484
+101% +$456K 0.07% 90
2026
Q2 		$408K Buy
3,466
+138
+4% +$16.6K 0.07% 88
2026
Q1 		$383K Sell
3,328
-270
-8% -$35.1K 0.07% 85
2025
Q4 		$555K Sell
3,598
-10
-0.3% -$1.52K 0.11% 74
2025
Q3 		$616K Sell
3,608
-262
-7% -$44.9K 0.12% 68
2025
Q2 		$579K Buy
3,870
+46
+1% +$6.32K 0.13% 68
2025
Q1 		$535K Sell
3,824
-14
-0.4% -$2.27K 0.13% 65
2024
Q4 		$633K Buy
3,838
+11
+0.3% +$1.92K 0.15% 54
2024
Q3 		$650K Buy
3,827
+291
+8% +$40.4K 0.16% 53
2024
Q2 		$438K Buy
3,536
+12
+0.3% +$1.48K 0.12% 63
2024
Q1 		$463K Sell
3,524
-4
-0.1% -$500 0.13% 62
2023
Q4 		$462K Sell
3,528
-186
-5% -$20.1K 0.15% 58
2023
Q3 		$398K Buy
3,714
+224
+6% +$23.3K 0.16% 56
2023
Q2 		$324K Sell
3,490
-277
-7% -$23.9K 0.13% 63
2023
Q1 		$331K Buy
3,767
+16
+0.4% +$1.41K 0.14% 62
2022
Q4 		$278K Buy
3,751
+739
+25% +$63.8K 0.13% 71
2022
Q3 		$257K Buy
3,012
+680
+29% +$65.9K 0.15% 69
2022
Q2 		$212K Buy
2,332
+168
+8% +$18.1K 0.12% 77
2022
Q1 		$274K Buy
2,164
+304
+16% +$37.1K 0.14% 72
2021
Q4 		$240K Buy
+1,860
New +$248K 0.12% 73

Other funds holding BX

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Bernardo Wealth Planning's BX Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Blackstone (BX) stake by 101% in Q3 2026, buying an estimated $456K and bringing the position to 6,950 shares worth $779K. The position accounts for 0.07% of the portfolio, ranked #90.

Bernardo Wealth Planning first reported a position in BX in Q4 2021 and has held it in 20 quarters since. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Bernardo Wealth Planning held 6,950 shares of Blackstone worth $779K as of Q3 2026.
  • Bernardo Wealth Planning bought 3,484 Blackstone shares in Q3 2026, an estimated $456K.
  • Blackstone made up 0.07% of Bernardo Wealth Planning's portfolio in Q3 2026, its #90 holding.
  • Bernardo Wealth Planning first reported a position in Blackstone in Q4 2021 and has held it in 20 quarters since.
  • 627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.