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Coquina Private Wealth LLC’s Blackstone BX Stock Holding History

Coquina Private Wealth LLC’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 		$232K Sell
1,974
-9
-0.5% -$1.08K 0.16% 90
2026
Q1 		$228K Buy
1,983
+19
+1% +$2.47K 0.18% 82
2025
Q4 		$303K Buy
+1,964
New +$298K 0.24% 67

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Coquina Private Wealth LLC's BX Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its Blackstone (BX) stake by 0.45% in Q2 2026, selling an estimated $1.08K and leaving 1,974 shares worth $232K. The position accounts for 0.16% of the portfolio, ranked #90.

Coquina Private Wealth LLC first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q4 2025. 1,318 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Coquina Private Wealth LLC held 1,974 shares of Blackstone worth $232K as of Q2 2026.
  • Coquina Private Wealth LLC sold 9 Blackstone shares in Q2 2026, an estimated $1.08K.
  • Blackstone made up 0.16% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #90 holding.
  • Coquina Private Wealth LLC first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Blackstone position peaked at $303K in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.