Cove Private Wealth
BX icon

Cove Private Wealth’s Blackstone BX Stock Holding History

Cove Private Wealth’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 		$300K Hold
2,680
– – 0.05% 179
2026
Q2 		$315K Sell
2,680
-77
-3% -$9.25K 0.06% 176
2026
Q1 		$317K Buy
2,757
+25
+0.9% +$3.25K 0.07% 149
2025
Q4 		$421K Buy
2,732
+600
+28% +$91.2K 0.13% 119
2025
Q3 		$364K Hold
2,132
– – 0.12% 121
2025
Q2 		$319K Buy
+2,132
New +$293K 0.11% 126

Other funds holding BX

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
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
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Cove Private Wealth's BX Position: Q3 2026 in Review

Cove Private Wealth held its Blackstone (BX) position steady in Q3 2026 at 2,680 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #179.

Cove Private Wealth first reported a position in BX in Q2 2025 and has held it in 6 quarters since. The position peaked at $421K in Q4 2025. 1,655 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Cove Private Wealth held 2,680 shares of Blackstone worth $300K as of Q3 2026.
  • Cove Private Wealth left its Blackstone share count unchanged in Q3 2026.
  • Blackstone made up 0.05% of Cove Private Wealth's portfolio in Q3 2026, its #179 holding.
  • Cove Private Wealth first reported a position in Blackstone in Q2 2025 and has held it in 6 quarters since.
  • Cove Private Wealth's Blackstone position peaked at $421K in Q4 2025.
  • 1,655 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.