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BOS Asset Management’s Blackstone BX Stock Holding History

BOS Asset 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 		$207K Sell
1,849
-357
-16% -$46.7K 0.05% 183
2026
Q2 		$260K Buy
2,206
+2
+0.1% +$240 0.06% 167
2026
Q1 		$253K Sell
2,204
-107
-5% -$13.9K 0.06% 171
2025
Q4 		$356K Buy
2,311
+2
+0.1% +$304 0.1% 142
2025
Q3 		$394K Buy
2,309
+1
+0% +$171 0.11% 131
2025
Q2 		$345K Sell
2,308
-15
-0.6% -$2.06K 0.11% 125
2025
Q1 		$325K Buy
2,323
+143
+7% +$23.2K 0.11% 120
2024
Q4 		$376K Sell
2,180
-499
-19% -$86.9K 0.13% 112
2024
Q3 		$410K Buy
2,679
+1
+0% +$139 0.15% 95
2024
Q2 		$332K Sell
2,678
-111
-4% -$13.7K 0.15% 104
2024
Q1 		$366K Sell
2,789
-1,468
-34% -$183K 0.19% 81
2023
Q4 		$557K Sell
4,257
-540
-11% -$58.4K 0.38% 65
2023
Q3 		$514K Sell
4,797
-66
-1% -$6.87K 0.38% 67
2023
Q2 		$452K Buy
4,863
+96
+2% +$8.29K 0.35% 67
2023
Q1 		$419K Buy
4,767
+113
+2% +$9.98K 0.35% 68
2022
Q4 		$345K Buy
+4,654
New +$402K 0.31% 83

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

BOS Asset Management's BX Position: Q3 2026 in Review

BOS Asset Management reduced its Blackstone (BX) stake by 16% in Q3 2026, selling an estimated $46.7K and leaving 1,849 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #183.

BOS Asset Management first reported a position in BX in Q4 2022 and has held it in 16 quarters since. The position peaked at $557K in Q4 2023. 98 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • BOS Asset Management held 1,849 shares of Blackstone worth $207K as of Q3 2026.
  • BOS Asset Management sold 357 Blackstone shares in Q3 2026, an estimated $46.7K.
  • Blackstone made up 0.05% of BOS Asset Management's portfolio in Q3 2026, its #183 holding.
  • BOS Asset Management first reported a position in Blackstone in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's Blackstone position peaked at $557K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.