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Connecticut Wealth Management’s Blackstone BX Stock Holding History

Connecticut 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
Q2 		$1.27M Sell
10,790
-279
-3% -$33.5K 0.05% 139
2026
Q1 		$1.27M Sell
11,069
-568
-5% -$73.9K 0.05% 132
2025
Q4 		$1.79M Buy
11,637
+1,220
+12% +$185K 0.08% 112
2025
Q3 		$1.78M Buy
+10,417
New +$1.78M 0.08% 108

Other funds holding BX

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Connecticut Wealth Management's BX Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Blackstone (BX) stake by 2.5% in Q2 2026, selling an estimated $33.5K and leaving 10,790 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #139.

Connecticut Wealth Management first reported a position in BX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Connecticut Wealth Management held 10,790 shares of Blackstone worth $1.27M as of Q2 2026.
  • Connecticut Wealth Management sold 279 Blackstone shares in Q2 2026, an estimated $33.5K.
  • Blackstone made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Connecticut Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's Blackstone position peaked at $1.79M in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.