CWM
BX icon

Cedar Wealth Management’s Blackstone BX Stock Holding History

Cedar 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 		$288K Buy
+2,565
New +$336K 0.07% 88
2026
Q1 		– Sell
-30
Closed -$4.63K – 118
2025
Q4 		$4.63K Hold
30
– – ﹤0.01% 195
2025
Q3 		$5.13K Hold
30
– – ﹤0.01% 205
2025
Q2 		$4.47K Buy
+30
New +$4.12K ﹤0.01% 196
2024
Q4 		– Sell
-50
Closed -$7.66K – 198
2024
Q3 		$7.66K Hold
50
– – ﹤0.01% 224
2024
Q2 		$6.19K Buy
+50
New +$6.15K ﹤0.01% 253

Other funds holding BX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Cedar Wealth Management's BX Position: Q3 2026 in Review

Cedar Wealth Management opened a new position in Blackstone (BX) in Q3 2026: 2,565 shares worth $288K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Cedar Wealth Management previously reported a position in BX as recently as Q4 2025.

Cedar Wealth Management first reported a position in BX in Q2 2024 and has held it in 6 quarters since. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Cedar Wealth Management held 2,565 shares of Blackstone worth $288K as of Q3 2026.
  • Blackstone was a new Cedar Wealth Management position in Q3 2026.
  • Blackstone made up 0.07% of Cedar Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Cedar Wealth Management first reported a position in Blackstone in Q2 2024 and has held it in 6 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Cedar Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.